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

Baystate 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
2023 Q4	$1.13M	Buy	14,653 +1,266	+9%	+$95.8K	0.08%	83
2023 Q3	$1.01M	Buy	13,387 +1,207	+10%	+$91K	0.08%	88
2023 Q2	$920K	Buy	12,180 +1,449	+14%	+$110K	0.08%	91
2023 Q1	$821K	Buy	10,731 +9,178	+591%	+$695K	0.07%	98
2022 Q4	$117K	Buy	1,553 +360	+30%	+$27K	0.01%	239
2022 Q3	$89K	Buy	+1,193	New	+$91.1K	0.01%	247

Other funds holding BSV

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Baystate Wealth Management's BSV Position: Q4 2023 in Review

Baystate Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 9.5% in Q4 2023, buying an estimated $95.8K and bringing the position to 14,653 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #83.

Baystate Wealth Management first reported a position in BSV in Q3 2022 and has held it in 6 quarters since. 1,205 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

Baystate Wealth Management held 14,653 shares of Vanguard Short-Term Bond ETF worth $1.13M as of Q4 2023.
Baystate Wealth Management bought 1,266 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $95.8K.
Vanguard Short-Term Bond ETF made up 0.08% of Baystate Wealth Management's portfolio in Q4 2023, its #83 holding.
Baystate Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and has held it in 6 quarters since.
1,205 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.