BDO Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

BDO Wealth 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
2023 Q2	$8.07M	Sell	106,831 -75,883	-42%	-$5.78M	0.93%	22
2023 Q1	$14M	Sell	182,714 -10,757	-6%	-$815K	1.71%	13
2022 Q4	$14.6M	Sell	193,471 -18,961	-9%	-$1.42M	1.81%	12
2022 Q3	$15.9M	Sell	212,432 -117,317	-36%	-$8.96M	2.11%	10
2022 Q2	$25.3M	Sell	329,749 -124,395	-27%	-$9.58M	3.12%	8
2022 Q1	$35.4M	Buy	454,144 +81,789	+22%	+$6.49M	3.78%	5
2021 Q4	$30.1M	Sell	372,355 -17,976	-5%	-$1.46M	3.18%	8
2021 Q3	$32M	Buy	390,331 +22,743	+6%	+$1.87M	3.52%	5
2021 Q2	$30.2M	Buy	367,588 +35,572	+11%	+$2.93M	3.34%	7
2021 Q1	$27.3M	Buy	332,016 +86,017	+35%	+$7.1M	3.22%	8
2020 Q4	$20.4M	Buy	245,999 +41,697	+20%	+$3.45M	2.87%	10
2020 Q3	$17M	Buy	204,302 +123,900	+154%	+$10.3M	2.76%	10
2020 Q2	$6.68M	Buy	80,402 +39,877	+98%	+$3.3M	1.17%	19
2020 Q1	$3.33M	Sell	40,525 -600	-1%	-$48.7K	0.67%	30
2019 Q4	$3.31M	Sell	41,125 -125	-0.3%	-$10.1K	0.86%	23
2019 Q3	$3.33M	Sell	41,250 -1,500	-4%	-$121K	0.85%	25
2019 Q2	$3.44M	Hold	42,750	–	–	0.94%	24
2019 Q1	$3.4M	Sell	42,750 -76	-0.2%	-$6K	0.99%	24
2018 Q4	$3.37M	Buy	42,826 +42,750	+56,250%	+$3.33M	1.16%	20
2018 Q3	$6K	Hold	76	–	–	﹤0.01%	489
2018 Q2	$6K	Hold	76	–	–	﹤0.01%	495
2018 Q1	$6K	Hold	76	–	–	﹤0.01%	423
2017 Q4	$6K	Hold	76	–	–	﹤0.01%	362
2017 Q3	$6K	Hold	76	–	–	﹤0.01%	327
2017 Q2	$6K	Buy	+76	New	+$6.07K	﹤0.01%	413

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

UCFA

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

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

BDO Wealth Advisors's BSV Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 42% in Q2 2023, selling an estimated $5.78M and leaving 106,831 shares worth $8.07M. The position accounts for 0.93% of the portfolio, ranked #22.

BDO Wealth Advisors first reported a position in BSV in Q2 2017 and has held it in 25 quarters since. The position peaked at $35.4M in Q1 2022. 1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

BDO Wealth Advisors held 106,831 shares of Vanguard Short-Term Bond ETF worth $8.07M as of Q2 2023.
BDO Wealth Advisors sold 75,883 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $5.78M.
Vanguard Short-Term Bond ETF made up 0.93% of BDO Wealth Advisors's portfolio in Q2 2023, its #22 holding.
BDO Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $35.4M in Q1 2022.
1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.