Colton Groome Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Colton Groome Financial Advisors’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 Q1	–	Sell	-2,869	Closed	-$221K	–	121
2023 Q4	$221K	Buy	+2,869	New	+$217K	0.1%	113
2023 Q2	–	Sell	-2,800	Closed	-$214K	–	121
2023 Q1	$214K	Buy	2,800 +36	+1%	+$2.73K	0.1%	116
2022 Q4	$208K	Buy	+2,764	New	+$207K	0.1%	121
2020 Q2	–	Sell	-2,647	Closed	-$218K	–	56
2020 Q1	$218K	Buy	2,647 +99	+4%	+$8.04K	0.18%	59
2019 Q4	$205K	Buy	2,548 +39	+2%	+$3.15K	0.15%	58
2019 Q3	$202K	Buy	+2,509	New	+$202K	0.15%	59

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Colton Groome Financial Advisors's BSV Position: Q1 2024 in Review

Colton Groome Financial Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 2,869 shares — an estimated $221K sold.

Colton Groome Financial Advisors first reported a position in BSV in Q3 2019 and held it in 6 quarters. The position peaked at $221K in Q4 2023. 1,158 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

Colton Groome Financial Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
Colton Groome Financial Advisors sold 2,869 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $221K.
Colton Groome Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2019 and held it in 6 quarters.
Colton Groome Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $221K in Q4 2023.
1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.