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Atwood & Palmer’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Atwood & Palmer’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
2025
Q1 		– Sell
-171
Closed -$13.2K – 449
2024
Q4 		$13.2K Hold
171
– – ﹤0.01% 316
2024
Q3 		$13.5K Buy
+171
New +$13.3K ﹤0.01% 315
2017
Q1 		– Sell
-75
Closed -$6K – 299
2016
Q4 		$6K Hold
75
– – ﹤0.01% 281
2016
Q3 		$6K Hold
75
– – ﹤0.01% 275
2016
Q2 		$6K Hold
75
– – ﹤0.01% 270
2016
Q1 		$6K Hold
75
– – ﹤0.01% 274
2015
Q4 		$6K Buy
+75
New +$6K ﹤0.01% 346
2015
Q1 		– Sell
-530
Closed -$43K – 329
2014
Q4 		$43K Hold
530
– – 0.01% 201
2014
Q3 		$42K Hold
530
– – 0.01% 212
2014
Q2 		$43K Buy
+530
New +$42.5K 0.01% 197

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return