Benedetti & Gucer’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Benedetti & Gucer’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	-5,876	Closed	-$444K	–	143
2023 Q2	$444K	Sell	5,876 -148	-2%	-$11.3K	0.23%	77
2023 Q1	$461K	Sell	6,024 -12,351	-67%	-$936K	0.26%	71
2022 Q4	$1.38M	Sell	18,375 -3,635	-17%	-$273K	1.01%	20
2022 Q3	$1.65M	Sell	22,010 -17,814	-45%	-$1.36M	1.3%	16
2022 Q2	$3.06M	Buy	39,824 +31,613	+385%	+$2.44M	2.07%	11
2022 Q1	$639K	Buy	8,211 +3,523	+75%	+$280K	0.43%	39
2021 Q4	$378K	Buy	+4,688	New	+$381K	0.26%	52

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

Benedetti & Gucer's BSV Position: Q3 2023 in Review

Benedetti & Gucer sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 5,876 shares — an estimated $444K sold.

Benedetti & Gucer first reported a position in BSV in Q4 2021 and held it in 7 quarters. The position peaked at $3.06M in Q2 2022. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

Benedetti & Gucer reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Benedetti & Gucer sold 5,876 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $444K.
Benedetti & Gucer first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 7 quarters.
Benedetti & Gucer's Vanguard Short-Term Bond ETF position peaked at $3.06M in Q2 2022.
1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Benedetti & Gucer's 13F filing for Q3 2023, filed 2 Nov 2023.