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Capasso Planning Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Capasso Planning Partners’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
Q4 		– Sell
-3,067
Closed -$241K – 105
2024
Q3 		$241K Buy
+3,067
New +$239K 0.07% 134

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capasso Planning Partners's BSV Position: Q4 2024 in Review

Capasso Planning Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2024, closing a stake of 3,067 shares — an estimated $241K sold.

Capasso Planning Partners first reported a position in BSV in Q3 2024 and held it in 1 quarter. The position peaked at $241K in Q3 2024. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

  • Capasso Planning Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 3,067 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $241K.
  • Capasso Planning Partners first reported a position in Vanguard Short-Term Bond ETF in Q3 2024 and held it in 1 quarter.
  • Capasso Planning Partners's Vanguard Short-Term Bond ETF position peaked at $241K in Q3 2024.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.