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

EPG 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 Q4	–	Sell	-8,768	Closed	-$656K	–	383
2022 Q3	$656K	Buy	8,768 +1	+0%	+$76	0.27%	85
2022 Q2	$673K	Hold	8,767	–	–	0.29%	82
2022 Q1	$683K	Hold	8,767	–	–	0.24%	85
2021 Q4	$709K	Buy	8,767 +1	+0%	+$81	0.25%	80
2021 Q3	$718K	Buy	8,766 +1	+0%	+$82	0.29%	75
2021 Q2	$720K	Hold	8,765	–	–	0.31%	81
2021 Q1	$720K	Buy	+8,765	New	+$724K	0.35%	68
2020 Q3	–	Sell	-9,285	Closed	-$772K	–	125
2020 Q2	$772K	Hold	9,285	–	–	0.55%	47
2020 Q1	$763K	Buy	9,285 +9,153	+6,934%	+$743K	0.56%	44
2019 Q4	$11K	Buy	+132	New	+$10.7K	0.01%	417

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EPG Wealth Management's BSV Position: Q4 2022 in Review

EPG Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 8,768 shares — an estimated $656K sold.

EPG Wealth Management first reported a position in BSV in Q4 2019 and held it in 10 quarters. The position peaked at $772K in Q2 2020. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

EPG Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
EPG Wealth Management sold 8,768 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $656K.
EPG Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 10 quarters.
EPG Wealth Management's Vanguard Short-Term Bond ETF position peaked at $772K in Q2 2020.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on EPG Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.