Clear Perspectives Financial Planning’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Clear Perspectives Financial Planning’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 Q1	–	Sell	-19	Closed	-$1.43K	–	204
2022 Q4	$1.43K	Buy	+19	New	+$1.43K	﹤0.01%	191
2022 Q1	–	Sell	-298	Closed	-$24K	–	217
2021 Q4	$24K	Buy	298 +200	+204%	+$16.3K	0.01%	138
2021 Q3	$8K	Buy	+98	New	+$8.05K	﹤0.01%	170
2021 Q1	–	Sell	-135,874	Closed	-$11.3M	–	184
2020 Q4	$11.3M	Buy	+135,874	New	+$11.3M	7.14%	4

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

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

UCFA

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

Clear Perspectives Financial Planning's BSV Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 19 shares — an estimated $1.43K sold.

Clear Perspectives Financial Planning first reported a position in BSV in Q4 2020 and held it in 4 quarters. The position peaked at $11.3M in Q4 2020. 1,135 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

Clear Perspectives Financial Planning reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Clear Perspectives Financial Planning sold 19 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $1.43K.
Clear Perspectives Financial Planning first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 4 quarters.
Clear Perspectives Financial Planning's Vanguard Short-Term Bond ETF position peaked at $11.3M in Q4 2020.
1,135 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.