Bouchey Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bouchey Financial 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 Q2	–	Sell	-2,718	Closed	-$207K	–	115
2023 Q1	$207K	Buy	+2,718	New	+$206K	0.03%	98
2022 Q1	–	Sell	-61,323	Closed	-$4.96M	–	103
2021 Q4	$4.96M	Sell	61,323 -297,397	-83%	-$24.2M	0.67%	26
2021 Q3	$29.4M	Buy	358,720 +3,765	+1%	+$309K	4.08%	8
2021 Q2	$29.2M	Buy	354,955 +22,902	+7%	+$1.88M	4.64%	8
2021 Q1	$27.3M	Buy	332,053 +6,682	+2%	+$552K	4.4%	8
2020 Q4	$27M	Buy	325,371 +13,730	+4%	+$1.14M	4.63%	7
2020 Q3	$25.9M	Buy	311,641 +20,441	+7%	+$1.7M	5.01%	6
2020 Q2	$24.2M	Buy	+291,200	New	+$24.1M	5.1%	7

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bouchey Financial Group's BSV Position: Q2 2023 in Review

Bouchey Financial Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2023, closing a stake of 2,718 shares — an estimated $207K sold.

Bouchey Financial Group first reported a position in BSV in Q2 2020 and held it in 8 quarters. The position peaked at $29.4M in Q3 2021. 1,141 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

Bouchey Financial Group reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Bouchey Financial Group sold 2,718 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $207K.
Bouchey Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and held it in 8 quarters.
Bouchey Financial Group's Vanguard Short-Term Bond ETF position peaked at $29.4M in Q3 2021.
1,141 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on Bouchey Financial Group's 13F filing for Q2 2023, filed 13 Jul 2023.