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

Bordeaux 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
2024 Q2	–	Sell	-4,616	Closed	-$354K	–	143
2024 Q1	$354K	Buy	+4,616	New	+$354K	0.12%	76
2023 Q2	–	Sell	-4,553	Closed	-$348K	–	103
2023 Q1	$348K	Buy	4,553 +1	+0%	+$76	0.18%	79
2022 Q4	$343K	Sell	4,552 -80	-2%	-$6K	0.19%	67
2022 Q3	$347K	Buy	4,632 +67	+1%	+$5.12K	0.22%	60
2022 Q2	$351K	Buy	4,565 +16	+0.4%	+$1.23K	0.24%	62
2022 Q1	$354K	Buy	4,549 +45	+1%	+$3.57K	0.19%	65
2021 Q4	$364K	Buy	4,504 +56	+1%	+$4.55K	0.17%	72
2021 Q3	$364K	Buy	4,448 +28	+0.6%	+$2.3K	0.21%	59
2021 Q2	$363K	Sell	4,420 -1,824	-29%	-$150K	0.21%	61
2021 Q1	$513K	Hold	6,244	–	–	0.36%	42
2020 Q4	$518K	Buy	+6,244	New	+$517K	0.39%	40

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

Goldman Sachs New York $871B AUM 31.28% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bordeaux Wealth Advisors's BSV Position: Q2 2024 in Review

Bordeaux Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 4,616 shares — an estimated $354K sold.

Bordeaux Wealth Advisors first reported a position in BSV in Q4 2020 and held it in 11 quarters. The position peaked at $518K in Q4 2020. 1,132 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

Bordeaux Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
Bordeaux Wealth Advisors sold 4,616 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $354K.
Bordeaux Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 11 quarters.
Bordeaux Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $518K in Q4 2020.
1,132 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.