Bedel Financial Consulting’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-17	Closed	-$1K	–	293
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	911
2021 Q4	$1K	Sell	17 -148	-90%	-$12K	﹤0.01%	927
2021 Q3	$14K	Buy	165 +51	+45%	+$4.19K	﹤0.01%	607
2021 Q2	$9K	Sell	114 -17	-13%	-$1.4K	﹤0.01%	682
2021 Q1	$11K	Hold	131	–	–	﹤0.01%	622
2020 Q4	$11K	Hold	131	–	–	﹤0.01%	536
2020 Q3	$11K	Hold	131	–	–	0.01%	494
2020 Q2	$11K	Hold	131	–	–	0.01%	472
2020 Q1	$11K	Hold	131	–	–	0.01%	453
2019 Q4	$11K	Hold	131	–	–	0.01%	486
2019 Q3	$11K	Hold	131	–	–	0.01%	465
2019 Q2	$11K	Hold	131	–	–	0.01%	478
2019 Q1	$10K	Buy	131 +17	+15%	+$1.34K	0.01%	486
2018 Q4	$9K	Hold	114	–	–	0.01%	467
2018 Q3	$8K	Hold	114	–	–	0.01%	500
2018 Q2	$9K	Hold	114	–	–	0.01%	483
2018 Q1	$9K	Buy	+114	New	+$8.96K	0.01%	481

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bedel Financial Consulting's BSV Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 17 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in BSV in Q1 2018 and held it in 17 quarters. The position peaked at $14K in Q3 2021. 1,158 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Bedel Financial Consulting reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 17 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $1K.
Bedel Financial Consulting first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Vanguard Short-Term Bond ETF position peaked at $14K in Q3 2021.
1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.