Dixon Hughes Goodman Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Dixon Hughes Goodman Wealth 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 Q1	$271K	Sell	3,484 -465	-12%	-$36.9K	0.08%	143
2021 Q4	$319K	Buy	+3,949	New	+$321K	0.1%	109

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's BSV Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 12% in Q1 2022, selling an estimated $36.9K and leaving 3,484 shares worth $271K. The position accounts for 0.08% of the portfolio, ranked #143.

Dixon Hughes Goodman Wealth Advisors first reported a position in BSV in Q4 2021 and has held it in 2 quarters since. The position peaked at $319K in Q4 2021. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 3,484 shares of Vanguard Short-Term Bond ETF worth $271K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors sold 465 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $36.9K.
Vanguard Short-Term Bond ETF made up 0.08% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #143 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $319K in Q4 2021.
1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.