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

Beam 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 Q3	–	Sell	-2,796	Closed	-$211K	–	99
2023 Q2	$211K	Buy	+2,796	New	+$213K	0.15%	96
2022 Q4	–	Sell	-3,086	Closed	-$231K	–	103
2022 Q3	$231K	Buy	3,086 +64	+2%	+$4.89K	0.26%	88
2022 Q2	$232K	Buy	3,022 +336	+13%	+$25.9K	0.26%	91
2022 Q1	$209K	Sell	2,686 -14	-0.5%	-$1.11K	0.24%	85
2021 Q4	$218K	Sell	2,700 -7,887	-74%	-$641K	0.25%	83
2021 Q3	$867K	Sell	10,587 -4,088	-28%	-$336K	0.74%	42
2021 Q2	$1.21M	Sell	14,675 -1,357	-8%	-$112K	1.04%	29
2021 Q1	$1.32M	Sell	16,032 -9,676	-38%	-$799K	1.17%	23
2020 Q4	$2.13M	Buy	25,708 +401	+2%	+$33.2K	2.01%	13
2020 Q3	$2.1M	Buy	25,307 +59	+0.2%	+$4.9K	1.97%	13
2020 Q2	$2.1M	Buy	25,248 +22,097	+701%	+$1.83M	2.11%	13
2020 Q1	$259K	Sell	3,151 -1,081	-26%	-$87.8K	0.26%	114
2019 Q4	$341K	Buy	+4,232	New	+$342K	0.32%	100

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

Beam Wealth Advisors's BSV Position: Q3 2023 in Review

Beam Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 2,796 shares — an estimated $211K sold.

Beam Wealth Advisors first reported a position in BSV in Q4 2019 and held it in 13 quarters. The position peaked at $2.13M in Q4 2020. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

Beam Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Beam Wealth Advisors sold 2,796 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $211K.
Beam Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 13 quarters.
Beam Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $2.13M in Q4 2020.
1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Beam Wealth Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.