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

Beaumont 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	-4,039	Closed	-$311K	–	367
2023 Q4	$311K	Hold	4,039	–	–	0.03%	256
2023 Q3	$304K	Sell	4,039 -440	-10%	-$33.2K	0.03%	242
2023 Q2	$338K	Hold	4,479	–	–	0.03%	250
2023 Q1	$343K	Hold	4,479	–	–	0.03%	228
2022 Q4	$337K	Sell	4,479 -225	-5%	-$16.9K	0.03%	228
2022 Q3	$352K	Sell	4,704 -65	-1%	-$4.97K	0.03%	211
2022 Q2	$366K	Sell	4,769 -900	-16%	-$69.3K	0.03%	213
2022 Q1	$442K	Hold	5,669	–	–	0.03%	227
2021 Q4	$458K	Hold	5,669	–	–	0.03%	226
2021 Q3	$465K	Hold	5,669	–	–	0.04%	209
2021 Q2	$466K	Buy	5,669 +20	+0.4%	+$1.65K	0.04%	220
2021 Q1	$464K	Buy	5,649 +45	+0.8%	+$3.71K	0.04%	204
2020 Q4	$465K	Buy	5,604 +868	+18%	+$71.9K	0.04%	200
2020 Q3	$393K	Sell	4,736 -777	-14%	-$64.6K	0.04%	221
2020 Q2	$458K	Buy	5,513 +1,428	+35%	+$118K	0.05%	185
2020 Q1	$336K	Buy	4,085 +14	+0.3%	+$1.14K	0.04%	176
2019 Q4	$328K	Buy	4,071 +29	+0.7%	+$2.34K	0.03%	217
2019 Q3	$327K	Buy	+4,042	New	+$326K	0.03%	203

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Beaumont Financial Advisors's BSV Position: Q1 2024 in Review

Beaumont Financial Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 4,039 shares — an estimated $311K sold.

Beaumont Financial Advisors first reported a position in BSV in Q3 2019 and held it in 18 quarters. The position peaked at $466K in Q2 2021. 1,158 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

Beaumont Financial Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
Beaumont Financial Advisors sold 4,039 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $311K.
Beaumont Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2019 and held it in 18 quarters.
Beaumont Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $466K in Q2 2021.
1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on Beaumont Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.