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Cornerstone Wealth Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cornerstone Wealth Group’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
Q4 		– Sell
-6,777
Closed -$509K – 148
2023
Q3 		$509K Sell
6,777
-1,181
-15% -$89K 0.09% 104
2023
Q2 		$601K Sell
7,958
-2,637
-25% -$201K 0.11% 101
2023
Q1 		$810K Sell
10,595
-628
-6% -$47.6K 0.14% 102
2022
Q4 		$845K Sell
11,223
-5,334
-32% -$400K 0.16% 90
2022
Q3 		$1.24M Sell
16,557
-184
-1% -$14.1K 0.27% 77
2022
Q2 		$1.29M Sell
16,741
-5,146
-24% -$396K 0.27% 79
2022
Q1 		$1.71M Buy
21,887
+3,581
+20% +$284K 0.31% 90
2021
Q4 		$1.48M Sell
18,306
-1,691
-8% -$138K 0.25% 88
2021
Q3 		$1.64M Buy
19,997
+1,501
+8% +$123K 0.29% 88
2021
Q2 		$1.52M Buy
18,496
+787
+4% +$64.7K 0.31% 86
2021
Q1 		$1.46M Buy
17,709
+1,033
+6% +$85.3K 0.3% 94
2020
Q4 		$1.38M Buy
16,676
+4,736
+40% +$392K 0.34% 93
2020
Q3 		$992K Buy
11,940
+111
+0.9% +$9.22K 0.27% 80
2020
Q2 		$983K Buy
11,829
+2,051
+21% +$170K 0.25% 77
2020
Q1 		$804K Buy
+9,778
New +$794K 0.28% 65

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Wealth Group's BSV Position: Q4 2023 in Review

Cornerstone Wealth Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2023, closing a stake of 6,777 shares — an estimated $509K sold.

Cornerstone Wealth Group first reported a position in BSV in Q1 2020 and held it in 15 quarters. The position peaked at $1.71M in Q1 2022. 1,205 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

  • Cornerstone Wealth Group reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Wealth Group sold 6,777 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $509K.
  • Cornerstone Wealth Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and held it in 15 quarters.
  • Cornerstone Wealth Group's Vanguard Short-Term Bond ETF position peaked at $1.71M in Q1 2022.
  • 1,205 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on Cornerstone Wealth Group's 13F filing for Q4 2023, filed 29 Jan 2024.