Baldwin Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Baldwin Wealth 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
2024 Q2	–	Sell	-293	Closed	-$22.5K	–	799
2024 Q1	$22.5K	Sell	293 -46	-14%	-$3.53K	﹤0.01%	472
2023 Q4	$26.1K	Hold	339	–	–	﹤0.01%	469
2023 Q3	$25.5K	Hold	339	–	–	﹤0.01%	483
2023 Q2	$25.6K	Hold	339	–	–	﹤0.01%	504
2023 Q1	$25.9K	Buy	339 +46	+16%	+$3.49K	﹤0.01%	517
2022 Q4	$22.1K	Buy	+293	New	+$22K	﹤0.01%	525
2022 Q3	–	Sell	-970	Closed	-$74K	–	671
2022 Q2	$74K	Buy	970 +670	+223%	+$51.6K	0.01%	289
2022 Q1	$23K	Buy	+300	New	+$23.8K	﹤0.01%	464

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

Goldman Sachs New York $871B AUM 31.28% 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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Baldwin Wealth Partners's BSV Position: Q2 2024 in Review

Baldwin Wealth Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 293 shares — an estimated $22.5K sold.

Baldwin Wealth Partners first reported a position in BSV in Q1 2022 and held it in 8 quarters. The position peaked at $74K in Q2 2022. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

Baldwin Wealth Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 293 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $22.5K.
Baldwin Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and held it in 8 quarters.
Baldwin Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $74K in Q2 2022.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Baldwin Wealth Partners's 13F filing for Q2 2024, filed 12 Jul 2024.