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

Doyle 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
2022 Q3	$20.1M	Sell	268,595 -18,227	-6%	-$1.39M	1.73%	15
2022 Q2	$22M	Sell	286,822 -243,592	-46%	-$18.8M	1.78%	12
2022 Q1	$41.3M	Buy	530,414 +27,705	+6%	+$2.2M	2.98%	4
2021 Q4	$40.6M	Buy	502,709 +22,558	+5%	+$1.83M	2.92%	4
2021 Q3	$39.3M	Buy	480,151 +64,557	+16%	+$5.31M	3.13%	4
2021 Q2	$34.1M	Buy	415,594 +214,086	+106%	+$17.6M	2.83%	5
2021 Q1	$16.6M	Buy	201,508 +20,094	+11%	+$1.66M	1.59%	20
2020 Q4	$15M	Buy	181,414 +6,610	+4%	+$548K	1.53%	24
2020 Q3	$14.5M	Buy	174,804 +13,000	+8%	+$1.08M	1.69%	22
2020 Q2	$13.4M	Sell	161,804 -2,859	-2%	-$236K	1.77%	20
2020 Q1	$13.5M	Sell	164,663 -73,007	-31%	-$5.93M	2.15%	15
2019 Q4	$19.2M	Sell	237,670 -2,015	-0.8%	-$163K	2.4%	12
2019 Q3	$19.4M	Buy	239,685 +6,339	+3%	+$511K	2.67%	6
2019 Q2	$18.8M	Buy	233,346 +4,260	+2%	+$340K	2.6%	7
2019 Q1	$18.2M	Sell	229,086 -13,651	-6%	-$1.08M	2.65%	10
2018 Q4	$19.1M	Sell	242,737 -14,942	-6%	-$1.17M	3.22%	7
2018 Q3	$20.1M	Sell	257,679 -2,935	-1%	-$229K	3.12%	5
2018 Q2	$20.4M	Sell	260,614 -20,366	-7%	-$1.59M	3.36%	2
2018 Q1	$22M	Sell	280,980 -1,442	-0.5%	-$113K	3.71%	2
2017 Q4	$22.3M	Sell	282,422 -10,700	-4%	-$850K	3.77%	2
2017 Q3	$23.4M	Buy	293,122 +5,639	+2%	+$451K	4.1%	2
2017 Q2	$23M	Buy	287,483 +7,713	+3%	+$616K	4.25%	2
2017 Q1	$22.3M	Buy	+279,770	New	+$22.3M	4.55%	2

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Doyle Wealth Management's BSV Position: Q3 2022 in Review

Doyle Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 6.4% in Q3 2022, selling an estimated $1.39M and leaving 268,595 shares worth $20.1M. The position accounts for 1.73% of the portfolio, ranked #15.

Doyle Wealth Management first reported a position in BSV in Q1 2017 and has held it in 23 quarters since. The position peaked at $41.3M in Q1 2022. 1,131 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

Doyle Wealth Management held 268,595 shares of Vanguard Short-Term Bond ETF worth $20.1M as of Q3 2022.
Doyle Wealth Management sold 18,227 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $1.39M.
Vanguard Short-Term Bond ETF made up 1.73% of Doyle Wealth Management's portfolio in Q3 2022, its #15 holding.
Doyle Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2017 and has held it in 23 quarters since.
Doyle Wealth Management's Vanguard Short-Term Bond ETF position peaked at $41.3M in Q1 2022.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.