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

Domani Wealth’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 Q1	$285K	Buy	3,724 +1	+0%	+$76	0.07%	98
2022 Q4	$280K	Buy	+3,723	New	+$279K	0.07%	102
2022 Q3	–	Sell	-10,184	Closed	-$782K	–	102
2022 Q2	$782K	Sell	10,184 -128,054	-93%	-$9.87M	0.21%	48
2022 Q1	$10.8M	Sell	138,238 -189,073	-58%	-$15M	2.33%	13
2021 Q4	$26.5M	Sell	327,311 -1,755	-0.5%	-$143K	5.18%	4
2021 Q3	$27M	Sell	329,066 -5,712	-2%	-$469K	5.64%	3
2021 Q2	$27.5M	Sell	334,778 -186,309	-36%	-$15.3M	5.55%	3
2021 Q1	$42.8M	Buy	521,087 +127,734	+32%	+$10.5M	8.25%	3
2020 Q4	$32.6M	Sell	393,353 -24,606	-6%	-$2.04M	6.63%	3
2020 Q3	$34.7M	Buy	417,959 +30,361	+8%	+$2.52M	7.62%	2
2020 Q2	$32.2M	Sell	387,598 -775	-0.2%	-$64.1K	7.53%	3
2020 Q1	$31.9M	Buy	388,373 +301,531	+347%	+$24.5M	8.53%	3
2019 Q4	$7M	Buy	86,842 +4,866	+6%	+$393K	2.31%	10
2019 Q3	$6.62M	Sell	81,976 -2,388	-3%	-$193K	2.4%	10
2019 Q2	$6.79M	Sell	84,364 -8,871	-10%	-$707K	2.53%	10
2019 Q1	$7.42M	Sell	93,235 -11,881	-11%	-$938K	2.99%	10
2018 Q4	$8.26M	Sell	105,116 -117,308	-53%	-$9.15M	3.85%	6
2018 Q3	$17.4M	Sell	222,424 -51,887	-19%	-$4.05M	7.44%	4
2018 Q2	$21.5M	Sell	274,311 -18,734	-6%	-$1.46M	9.84%	3
2018 Q1	$23M	Sell	293,045 -5,572	-2%	-$438K	9.84%	3
2017 Q4	$23.6M	Sell	298,617 -150,134	-33%	-$11.9M	10.36%	2
2017 Q3	$35.8M	Sell	448,751 -65,402	-13%	-$5.23M	15.43%	2
2017 Q2	$41.1M	Sell	514,153 -15,015	-3%	-$1.2M	16.9%	1
2017 Q1	$42.2M	Sell	529,168 -29,913	-5%	-$2.38M	17.12%	1
2016 Q4	$44.4M	Sell	559,081 -199,721	-26%	-$16M	17.92%	1
2016 Q3	$61.3M	Sell	758,802 -20,965	-3%	-$1.69M	23.3%	1
2016 Q2	$63.2M	Sell	779,767 -27,129	-3%	-$2.19M	24.53%	1
2016 Q1	$65.1M	Buy	806,896 +201,935	+33%	+$16.2M	24.58%	1
2015 Q4	$48.1M	Buy	+604,961	New	+$48.4M	18.83%	1

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Domani Wealth's BSV Position: Q1 2023 in Review

Domani Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.03% in Q1 2023, buying an estimated $76 and bringing the position to 3,724 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #98.

Domani Wealth first reported a position in BSV in Q4 2015 and has held it in 29 quarters since. The position peaked at $65.1M in Q1 2016. 1,136 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

Domani Wealth held 3,724 shares of Vanguard Short-Term Bond ETF worth $285K as of Q1 2023.
Domani Wealth bought 1 Vanguard Short-Term Bond ETF share in Q1 2023, an estimated $76.
Vanguard Short-Term Bond ETF made up 0.07% of Domani Wealth's portfolio in Q1 2023, its #98 holding.
Domani Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and has held it in 29 quarters since.
Domani Wealth's Vanguard Short-Term Bond ETF position peaked at $65.1M in Q1 2016.
1,136 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.