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Boston Trust Walden’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Boston Trust Walden’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
2022
Q4 		– Sell
-3,100
Closed -$232K – 365
2022
Q3 		$232K Hold
3,100
– – ﹤0.01% 342
2022
Q2 		$238K Sell
3,100
-5,000
-62% -$385K ﹤0.01% 351
2022
Q1 		$631K Sell
8,100
-392
-5% -$31.1K 0.01% 302
2021
Q4 		$686K Sell
8,492
-1,431
-14% -$116K 0.01% 309
2021
Q3 		$813K Buy
9,923
+323
+3% +$26.5K 0.01% 295
2021
Q2 		$789K Sell
9,600
-168
-2% -$13.8K 0.01% 296
2021
Q1 		$803K Buy
9,768
+2,000
+26% +$165K 0.01% 294
2020
Q4 		$644K Buy
7,768
+218
+3% +$18.1K 0.01% 303
2020
Q3 		$627K Hold
7,550
– – 0.01% 302
2020
Q2 		$628K Hold
7,550
– – 0.01% 302
2020
Q1 		$620K Hold
7,550
– – 0.01% 297
2019
Q4 		$609K Hold
7,550
– – 0.01% 317
2019
Q3 		$610K Sell
7,550
-6,000
-44% -$484K 0.01% 313
2019
Q2 		$1.09M Sell
13,550
-132
-1% -$10.5K 0.01% 293
2019
Q1 		$1.09M Hold
13,682
– – 0.01% 296
2018
Q4 		$1.07M Sell
13,682
-40
-0.3% -$3.12K 0.02% 294
2018
Q3 		$1.07M Sell
13,722
-128
-0.9% -$10K 0.01% 301
2018
Q2 		$1.08M Sell
13,850
-3,250
-19% -$254K 0.02% 301
2018
Q1 		$1.34M Hold
17,100
– – 0.02% 291
2017
Q4 		$1.35M Sell
17,100
-8,500
-33% -$675K 0.02% 290
2017
Q3 		$2.04M Buy
25,600
+300
+1% +$24K 0.03% 278
2017
Q2 		$2.02M Buy
25,300
+8,000
+46% +$639K 0.03% 272
2017
Q1 		$1.38M Hold
17,300
– – 0.02% 289
2016
Q4 		$1.37M Hold
17,300
– – 0.02% 283
2016
Q3 		$1.4M Hold
17,300
– – 0.02% 280
2016
Q2 		$1.4M Buy
+17,300
New +$1.39M 0.02% 278

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Boston Trust Walden's BSV Position: Q4 2022 in Review

Boston Trust Walden sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 3,100 shares — an estimated $232K sold.

Boston Trust Walden first reported a position in BSV in Q2 2016 and held it in 26 quarters. The position peaked at $2.04M in Q3 2017. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

  • Boston Trust Walden reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Boston Trust Walden sold 3,100 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $232K.
  • Boston Trust Walden first reported a position in Vanguard Short-Term Bond ETF in Q2 2016 and held it in 26 quarters.
  • Boston Trust Walden's Vanguard Short-Term Bond ETF position peaked at $2.04M in Q3 2017.
  • 1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Boston Trust Walden's 13F filing for Q4 2022, filed 20 Jan 2023.