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Boothe Investment Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Boothe Investment Group’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
Q1 		– Sell
-19,693
Closed -$1.48M – 35
2022
Q4 		$1.48M Sell
19,693
-22
-0.1% -$1.65K 1.43% 18
2022
Q3 		$1.48M Sell
19,715
-1,320
-6% -$101K 0.96% 25
2022
Q2 		$1.62M Sell
21,035
-1,321
-6% -$102K 1.37% 21
2022
Q1 		$1.74M Sell
22,356
-35,446
-61% -$2.81M 1.2% 21
2021
Q4 		$4.67M Sell
57,802
-196,993
-77% -$16M 2.5% 19
2021
Q3 		$20.9M Buy
254,795
+9,314
+4% +$765K 11.39% 1
2021
Q2 		$20.1M Buy
245,481
+9,684
+4% +$797K 10.57% 1
2021
Q1 		$19.4M Buy
235,797
+16,724
+8% +$1.38M 11.3% 1
2020
Q4 		$18.2M Buy
219,073
+5,495
+3% +$455K 12.53% 1
2020
Q3 		$17.7M Buy
213,578
+1,581
+0.7% +$131K 15.13% 1
2020
Q2 		$17.6M Buy
+211,997
New +$17.5M 15.6% 1
2019
Q4 		$18.5M Buy
230,075
+5,237
+2% +$423K 18.95% 1
2019
Q3 		$18.2M Buy
224,838
+865
+0.4% +$69.8K 19.13% 1
2019
Q2 		$18M Sell
223,973
-427
-0.2% -$34.1K 22.05% 1
2019
Q1 		$17.9M Buy
224,400
+1,670
+0.7% +$132K 22.27% 1
2018
Q4 		$17.5M Sell
222,730
-46,963
-17% -$3.66M 22.45% 1
2018
Q3 		$21M Sell
269,693
-235
-0.1% -$18.4K 19.62% 2
2018
Q2 		$21.1M Buy
+269,928
New +$21.1M 19.75% 2

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Boothe Investment Group's BSV Position: Q1 2023 in Review

Boothe Investment Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 19,693 shares — an estimated $1.48M sold.

Boothe Investment Group first reported a position in BSV in Q2 2018 and held it in 18 quarters. The position peaked at $21.1M in Q2 2018. 1,135 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

  • Boothe Investment Group reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Boothe Investment Group sold 19,693 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $1.48M.
  • Boothe Investment Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and held it in 18 quarters.
  • Boothe Investment Group's Vanguard Short-Term Bond ETF position peaked at $21.1M in Q2 2018.
  • 1,135 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Boothe Investment Group's 13F filing for Q1 2023, filed 13 Apr 2023.