Avantax Planning Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Avantax Planning Partners’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
2023 Q3	–	Sell	-4,519	Closed	-$341K	–	364
2023 Q2	$341K	Sell	4,519 -30,766	-87%	-$2.34M	0.01%	272
2023 Q1	$2.7M	Sell	35,285 -1,109,861	-97%	-$84.1M	0.11%	89
2022 Q4	$86.2M	Sell	1,145,146 -6,820	-0.6%	-$512K	3.42%	5
2022 Q3	$86.2M	Sell	1,151,966 -84,371	-7%	-$6.45M	3.88%	5
2022 Q2	$94.9M	Buy	1,236,337 +13,522	+1%	+$1.04M	4.06%	5
2022 Q1	$95.3M	Buy	+1,222,815	New	+$97.1M	3.78%	6
2018 Q4	–	Sell	-266	Closed	-$21K	–	405
2018 Q3	$21K	Buy	+266	New	+$20.8K	﹤0.01%	682
2018 Q2	–	Sell	-369	Closed	-$29K	–	407
2018 Q1	$29K	Buy	+369	New	+$29K	﹤0.01%	655

Other funds holding BSV

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

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

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

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

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Avantax Planning Partners's BSV Position: Q3 2023 in Review

Avantax Planning Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 4,519 shares — an estimated $341K sold.

Avantax Planning Partners first reported a position in BSV in Q1 2018 and held it in 8 quarters. The position peaked at $95.3M in Q1 2022. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

Avantax Planning Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Avantax Planning Partners sold 4,519 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $341K.
Avantax Planning Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and held it in 8 quarters.
Avantax Planning Partners's Vanguard Short-Term Bond ETF position peaked at $95.3M in Q1 2022.
1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Avantax Planning Partners's 13F filing for Q3 2023, filed 6 Nov 2023.