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Dynamic Technology Lab’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Dynamic Technology Lab’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
-2,833
Closed -$212K – 1123
2022
Q3 		$212K Buy
+2,833
New +$216K 0.02% 943
2022
Q2 		– Sell
-3,480
Closed -$271K – 1160
2022
Q1 		$271K Buy
+3,480
New +$276K 0.03% 829

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Dynamic Technology Lab's BSV Position: Q4 2022 in Review

Dynamic Technology Lab sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 2,833 shares — an estimated $212K sold.

Dynamic Technology Lab first reported a position in BSV in Q1 2022 and held it in 2 quarters. The position peaked at $271K in Q1 2022. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

  • Dynamic Technology Lab reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Dynamic Technology Lab sold 2,833 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $212K.
  • Dynamic Technology Lab first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and held it in 2 quarters.
  • Dynamic Technology Lab's Vanguard Short-Term Bond ETF position peaked at $271K in Q1 2022.
  • 1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Dynamic Technology Lab's 13F filing for Q4 2022, filed 14 Feb 2023.