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

Dogwood Wealth Management’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
2024
Q2 		– Sell
-9
Closed -$702 – 623
2024
Q1 		$702 Hold
9
– – ﹤0.01% 227
2023
Q4 		$701 Buy
+9
New +$681 ﹤0.01% 204

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Dogwood Wealth Management's BSV Position: Q2 2024 in Review

Dogwood Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 9 shares — an estimated $702 sold.

Dogwood Wealth Management first reported a position in BSV in Q4 2023 and held it in 2 quarters. The position peaked at $702 in Q1 2024. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

  • Dogwood Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 9 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $702.
  • Dogwood Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and held it in 2 quarters.
  • Dogwood Wealth Management's Vanguard Short-Term Bond ETF position peaked at $702 in Q1 2024.
  • 1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Dogwood Wealth Management's 13F filing for Q2 2024, filed 4 Mar 2025.