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CRA Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

CRA Financial Services’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
-4,528
Closed -$348K – 194
2022
Q2 		$348K Buy
+4,528
New +$349K 0.12% 138

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JP Morgan Chase
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PCA
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Bank of America
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Goldman Sachs
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Mercer Global Advisors
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

CRA Financial Services's BSV Position: Q3 2022 in Review

CRA Financial Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 4,528 shares — an estimated $348K sold.

CRA Financial Services first reported a position in BSV in Q2 2022 and held it in 1 quarter. The position peaked at $348K in Q2 2022. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

  • CRA Financial Services reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • CRA Financial Services sold 4,528 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $348K.
  • CRA Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and held it in 1 quarter.
  • CRA Financial Services's Vanguard Short-Term Bond ETF position peaked at $348K in Q2 2022.
  • 1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on CRA Financial Services's 13F filing for Q3 2022, filed 24 Oct 2022.