Birchcreek Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Birchcreek Wealth Management’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 Q4	–	Sell	-4,707	Closed	-$354K	–	137
2023 Q3	$354K	Sell	4,707 -1,784	-27%	-$134K	0.24%	93
2023 Q2	$491K	Buy	6,491 +177	+3%	+$13.5K	0.34%	74
2023 Q1	$483K	Sell	6,314 -1,142	-15%	-$86.5K	0.38%	68
2022 Q4	$561K	Sell	7,456 -4,730	-39%	-$355K	0.5%	58
2022 Q3	$912K	Sell	12,186 -1,190	-9%	-$90.9K	0.85%	30
2022 Q2	$1.03M	Sell	13,376 -991	-7%	-$76.3K	0.92%	32
2022 Q1	$1.12M	Buy	14,367 +5,401	+60%	+$429K	0.99%	26
2021 Q4	$725K	Buy	8,966 +3,520	+65%	+$286K	0.63%	42
2021 Q3	$446K	Buy	5,446 +933	+21%	+$76.7K	0.42%	56
2021 Q2	$371K	Sell	4,513 -622	-12%	-$51.2K	0.36%	65
2021 Q1	$422K	Buy	5,135 +776	+18%	+$64.1K	0.45%	58
2020 Q4	$361K	Buy	+4,359	New	+$361K	0.35%	66

Other funds holding BSV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Birchcreek Wealth Management's BSV Position: Q4 2023 in Review

Birchcreek Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2023, closing a stake of 4,707 shares — an estimated $354K sold.

Birchcreek Wealth Management first reported a position in BSV in Q4 2020 and held it in 12 quarters. The position peaked at $1.12M in Q1 2022. 1,205 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

Birchcreek Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Birchcreek Wealth Management sold 4,707 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $354K.
Birchcreek Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 12 quarters.
Birchcreek Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.12M in Q1 2022.
1,205 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on Birchcreek Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.