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Better Money Decisions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Better Money Decisions’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
-4,066
Closed -$313K – 67
2023
Q4 		$313K Sell
4,066
-1,736
-30% -$131K 0.26% 45
2023
Q3 		$436K Sell
5,802
-89
-2% -$6.71K 0.38% 35
2023
Q2 		$445K Sell
5,891
-2,918
-33% -$222K 0.36% 37
2023
Q1 		$674K Sell
8,809
-84,863
-91% -$6.43M 0.57% 32
2022
Q4 		$7.05M Buy
+93,672
New +$7.03M 6.12% 5

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Better Money Decisions's BSV Position: Q1 2024 in Review

Better Money Decisions sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 4,066 shares — an estimated $313K sold.

Better Money Decisions first reported a position in BSV in Q4 2022 and held it in 5 quarters. The position peaked at $7.05M in Q4 2022. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

  • Better Money Decisions reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Better Money Decisions sold 4,066 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $313K.
  • Better Money Decisions first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 5 quarters.
  • Better Money Decisions's Vanguard Short-Term Bond ETF position peaked at $7.05M in Q4 2022.
  • 1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on Better Money Decisions's 13F filing for Q1 2024, filed 1 May 2024.