Atticus Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Atticus Wealth Management’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	-9	Closed	-$691	–	532
2024 Q2	$691	Sell	9 -68	-88%	-$5.19K	﹤0.01%	499
2024 Q1	$5.9K	Sell	77 -1,805	-96%	-$138K	﹤0.01%	438
2023 Q4	$145K	Sell	1,882 -6,753	-78%	-$511K	0.05%	136
2023 Q3	$649K	Sell	8,635 -975	-10%	-$73.5K	0.25%	59
2023 Q2	$726K	Sell	9,610 -1,424	-13%	-$109K	0.27%	54
2023 Q1	$844K	Buy	11,034 +8,492	+334%	+$643K	0.32%	47
2022 Q4	$191K	Sell	2,542 -12,783	-83%	-$959K	0.08%	126
2022 Q3	$1.18M	Hold	15,325	–	–	0.57%	32
2022 Q2	$1.18M	Sell	15,325 -130,350	-89%	-$10M	0.49%	43
2022 Q1	$11.3M	Buy	145,675 +9	+0%	+$714	4.14%	3
2021 Q4	$11.8M	Buy	+145,666	New	+$11.8M	4.59%	3

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

Atticus Wealth Management's BSV Position: Q3 2024 in Review

Atticus Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2024, closing a stake of 9 shares — an estimated $691 sold.

Atticus Wealth Management first reported a position in BSV in Q4 2021 and held it in 11 quarters. The position peaked at $11.8M in Q4 2021. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

Atticus Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
Atticus Wealth Management sold 9 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $691.
Atticus Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 11 quarters.
Atticus Wealth Management's Vanguard Short-Term Bond ETF position peaked at $11.8M in Q4 2021.
1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on Atticus Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.