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

DB Wealth Management 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	$42.1K	Hold	546	–	–	0.02%	179
2023 Q3	$41K	Hold	546	–	–	0.03%	173
2023 Q2	$41.3K	Hold	546	–	–	0.03%	170
2023 Q1	$41.8K	Hold	546	–	–	0.03%	162
2022 Q4	$41.1K	Hold	546	–	–	0.03%	161
2022 Q3	$41K	Sell	546 -58	-10%	-$4.43K	0.03%	163
2022 Q2	$46K	Hold	604	–	–	0.03%	158
2022 Q1	$47K	Hold	604	–	–	0.03%	171
2021 Q4	$49K	Hold	604	–	–	0.03%	165
2021 Q3	$49K	Hold	604	–	–	0.03%	159
2021 Q2	$50K	Buy	604 +58	+11%	+$4.77K	0.03%	159
2021 Q1	$45K	Hold	546	–	–	0.03%	164
2020 Q4	$45K	Buy	+546	New	+$45.2K	0.03%	154

Other funds holding BSV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

DB Wealth Management Group's BSV Position: Q4 2023 in Review

DB Wealth Management Group held its Vanguard Short-Term Bond ETF (BSV) position steady in Q4 2023 at 546 shares worth $42.1K. The position accounts for 0.02% of the portfolio, ranked #179.

DB Wealth Management Group first reported a position in BSV in Q4 2020 and has held it in 13 quarters since. The position peaked at $50K in Q2 2021. 1,205 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

DB Wealth Management Group held 546 shares of Vanguard Short-Term Bond ETF worth $42.1K as of Q4 2023.
DB Wealth Management Group left its Vanguard Short-Term Bond ETF share count unchanged in Q4 2023.
Vanguard Short-Term Bond ETF made up 0.02% of DB Wealth Management Group's portfolio in Q4 2023, its #179 holding.
DB Wealth Management Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Vanguard Short-Term Bond ETF position peaked at $50K in Q2 2021.
1,205 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.