Claraphi Advisory Network’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Claraphi Advisory Network’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	-10,763	Closed	-$805K	–	167
2022 Q3	$805K	Buy	+10,763	New	+$822K	0.44%	53
2022 Q2	–	Sell	-5,088	Closed	-$396K	–	273
2022 Q1	$396K	Sell	5,088 -1,779	-26%	-$141K	0.11%	167
2021 Q4	$555K	Sell	6,867 -1,782	-21%	-$145K	0.19%	141
2021 Q3	$709K	Buy	8,649 +1,204	+16%	+$98.9K	0.25%	96
2021 Q2	$612K	Sell	7,445 -837	-10%	-$68.9K	0.18%	126
2021 Q1	$681K	Sell	8,282 -2,839	-26%	-$234K	0.19%	113
2020 Q4	$922K	Sell	11,121 -612	-5%	-$50.7K	0.25%	79
2020 Q3	$974K	Buy	11,733 +2,543	+28%	+$211K	0.35%	46
2020 Q2	$764K	Buy	9,190 +1,993	+28%	+$165K	0.33%	59
2020 Q1	$591K	Buy	+7,197	New	+$584K	0.28%	64
2019 Q4	–	Sell	-187	Closed	-$15K	–	218
2019 Q3	$15K	Buy	+187	New	+$15.1K	0.01%	314

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Claraphi Advisory Network's BSV Position: Q4 2022 in Review

Claraphi Advisory Network sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 10,763 shares — an estimated $805K sold.

Claraphi Advisory Network first reported a position in BSV in Q3 2019 and held it in 11 quarters. The position peaked at $974K in Q3 2020. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Claraphi Advisory Network reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Claraphi Advisory Network sold 10,763 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $805K.
Claraphi Advisory Network first reported a position in Vanguard Short-Term Bond ETF in Q3 2019 and held it in 11 quarters.
Claraphi Advisory Network's Vanguard Short-Term Bond ETF position peaked at $974K in Q3 2020.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.