De Burlo Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

De Burlo 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
2022 Q4	–	Sell	-31	Closed	-$2.32K	–	91
2022 Q3	$2.32K	Buy	+31	New	+$2.37K	﹤0.01%	177

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

De Burlo Group's BSV Position: Q4 2022 in Review

De Burlo Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 31 shares — an estimated $2.32K sold.

De Burlo Group first reported a position in BSV in Q3 2022 and held it in 1 quarter. The position peaked at $2.32K in Q3 2022. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

De Burlo Group reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
De Burlo Group sold 31 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $2.32K.
De Burlo Group first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and held it in 1 quarter.
De Burlo Group's Vanguard Short-Term Bond ETF position peaked at $2.32K in Q3 2022.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on De Burlo Group's 13F filing for Q4 2022, filed 14 Feb 2023.