Baltimore-Washington Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Baltimore-Washington Financial 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 Q1	–	Sell	-2,625	Closed	-$202K	–	132
2023 Q4	$202K	Buy	+2,625	New	+$199K	0.01%	141
2016 Q2	–	Sell	-3,573	Closed	-$288K	–	72
2016 Q1	$288K	Sell	3,573 -750	-17%	-$60.1K	0.09%	78
2015 Q4	$344K	Buy	4,323 +150	+4%	+$12K	0.11%	84
2015 Q3	$335K	Hold	4,173	–	–	0.11%	89
2015 Q2	$334K	Hold	4,173	–	–	0.1%	90
2015 Q1	$336K	Buy	4,173 +645	+18%	+$51.8K	0.1%	92
2014 Q4	$282K	Sell	3,528 -1,390	-28%	-$112K	0.08%	95
2014 Q3	$394K	Sell	4,918 -100	-2%	-$8.02K	0.13%	87
2014 Q2	$403K	Sell	5,018 -1,210	-19%	-$97.1K	0.13%	89
2014 Q1	$499K	Sell	6,228 -150	-2%	-$12K	0.17%	80
2013 Q4	$510K	Buy	6,378 +1,184	+23%	+$95.2K	0.17%	82
2013 Q3	$417K	Sell	5,194 -1,925	-27%	-$154K	0.17%	83
2013 Q2	$570K	Buy	+7,119	New	+$575K	0.25%	75

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baltimore-Washington Financial Advisors's BSV Position: Q1 2024 in Review

Baltimore-Washington Financial Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 2,625 shares — an estimated $202K sold.

Baltimore-Washington Financial Advisors first reported a position in BSV in Q2 2013 and held it in 13 quarters. The position peaked at $570K in Q2 2013. 1,161 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

Baltimore-Washington Financial Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 2,625 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $202K.
Baltimore-Washington Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 13 quarters.
Baltimore-Washington Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $570K in Q2 2013.
1,161 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2024, filed 8 May 2024.