Blodgett Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Blodgett Wealth 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
2023 Q3	–	Sell	-10,000	Closed	-$756K	–	60
2023 Q2	$756K	Hold	10,000	–	–	0.78%	26
2023 Q1	$765K	Hold	10,000	–	–	0.88%	27
2022 Q4	$753K	Hold	10,000	–	–	0.92%	27
2022 Q3	$748K	Hold	10,000	–	–	0.9%	28
2022 Q2	$768K	Sell	10,000 -1,765	-15%	-$136K	0.84%	30
2022 Q1	$916K	Hold	11,765	–	–	0.76%	34
2021 Q4	$951K	Buy	+11,765	New	+$957K	0.74%	33

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

Blodgett Wealth Advisors's BSV Position: Q3 2023 in Review

Blodgett Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 10,000 shares — an estimated $756K sold.

Blodgett Wealth Advisors first reported a position in BSV in Q4 2021 and held it in 7 quarters. The position peaked at $951K in Q4 2021. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

Blodgett Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Blodgett Wealth Advisors sold 10,000 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $756K.
Blodgett Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 7 quarters.
Blodgett Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $951K in Q4 2021.
1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Blodgett Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.