Archvest Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Archvest Wealth Advisors’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-44,055	Closed	-$3.36M	–	74
2024 Q2	$3.36M	Sell	44,055 -38,234	-46%	-$2.92M	2.23%	13
2024 Q1	$6.28M	Sell	82,289 -4,571	-5%	-$351K	4.44%	5
2023 Q4	$6.69M	Buy	86,860 +12,927	+17%	+$979K	5.04%	5
2023 Q3	$5.56M	Buy	73,933 +3,461	+5%	+$261K	4.52%	6
2023 Q2	$5.33M	Buy	70,472 +3,013	+4%	+$230K	4.37%	7
2023 Q1	$5.16M	Buy	67,459 +5,219	+8%	+$395K	4.57%	7
2022 Q4	$4.69M	Sell	62,240 -1,191	-2%	-$89.4K	4.63%	7
2022 Q3	$4.75M	Buy	63,431 +1,333	+2%	+$102K	4.86%	7
2022 Q2	$4.77M	Buy	62,098 +4,796	+8%	+$369K	4.75%	7
2022 Q1	$4.46M	Buy	57,302 +415	+0.7%	+$32.9K	4.02%	8
2021 Q4	$4.6M	Buy	+56,887	New	+$4.63M	3.98%	7

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Archvest Wealth Advisors's BSV Position: Q3 2024 in Review

Archvest Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2024, closing a stake of 44,055 shares — an estimated $3.36M sold.

Archvest Wealth Advisors first reported a position in BSV in Q4 2021 and held it in 11 quarters. The position peaked at $6.69M in Q4 2023. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

Archvest Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
Archvest Wealth Advisors sold 44,055 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $3.36M.
Archvest Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 11 quarters.
Archvest Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $6.69M in Q4 2023.
1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on Archvest Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.