Conservest Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Conservest Capital 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
2022 Q3	–	Sell	-104,636	Closed	-$8.04M	–	92
2022 Q2	$8.04M	Buy	104,636 +9,293	+10%	+$716K	1%	19
2022 Q1	$7.43M	Buy	95,343 +28,903	+44%	+$2.29M	0.82%	19
2021 Q4	$5.37M	Buy	66,440 +17,826	+37%	+$1.45M	0.58%	22
2021 Q3	$3.98M	Buy	48,614 +9,050	+23%	+$744K	0.45%	24
2021 Q2	$3.25M	Buy	39,564 +36,035	+1,021%	+$2.96M	0.37%	26
2021 Q1	$290K	Buy	+3,529	New	+$291K	0.03%	67
2019 Q1	–	Sell	-2,613	Closed	-$205K	–	82
2018 Q4	$205K	Buy	2,613 +17	+0.7%	+$1.33K	0.03%	78
2018 Q3	$203K	Buy	2,596 +11	+0.4%	+$859	0.03%	81
2018 Q2	$202K	Sell	2,585 -119	-4%	-$9.3K	0.03%	78
2018 Q1	$212K	Buy	2,704 +10	+0.4%	+$786	0.05%	73
2017 Q4	$213K	Sell	2,694 -101	-4%	-$8.03K	0.04%	77
2017 Q3	$223K	Buy	2,795 +10	+0.4%	+$800	0.04%	95
2017 Q2	$222K	Buy	2,785 +10	+0.4%	+$799	0.05%	73
2017 Q1	$221K	Buy	+2,775	New	+$221K	0.05%	77

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Conservest Capital Advisors's BSV Position: Q3 2022 in Review

Conservest Capital Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 104,636 shares — an estimated $8.04M sold.

Conservest Capital Advisors first reported a position in BSV in Q1 2017 and held it in 14 quarters. The position peaked at $8.04M in Q2 2022. 1,131 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

Conservest Capital Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Conservest Capital Advisors sold 104,636 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $8.04M.
Conservest Capital Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2017 and held it in 14 quarters.
Conservest Capital Advisors's Vanguard Short-Term Bond ETF position peaked at $8.04M in Q2 2022.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Conservest Capital Advisors's 13F filing for Q3 2022, filed 13 Oct 2022.