ETF Portfolio Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

ETF Portfolio Partners’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 Q2	–	Sell	-38,709	Closed	-$2.96M	–	48
2023 Q1	$2.96M	Buy	38,709 +1,037	+3%	+$78.6K	1.12%	15
2022 Q4	$2.84M	Buy	37,672 +2,154	+6%	+$162K	1.19%	15
2022 Q3	$2.66M	Buy	35,518 +74	+0.2%	+$5.65K	1.17%	16
2022 Q2	$2.72M	Buy	+35,444	New	+$2.73M	1.17%	16
2015 Q1	–	Sell	-219,593	Closed	-$17.6M	–	19
2014 Q4	$17.6M	Buy	+219,593	New	+$17.6M	16.49%	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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

UCFA

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

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

ETF Portfolio Partners's BSV Position: Q2 2023 in Review

ETF Portfolio Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2023, closing a stake of 38,709 shares — an estimated $2.96M sold.

ETF Portfolio Partners first reported a position in BSV in Q4 2014 and held it in 5 quarters. The position peaked at $17.6M in Q4 2014. 1,141 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

ETF Portfolio Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
ETF Portfolio Partners sold 38,709 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $2.96M.
ETF Portfolio Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and held it in 5 quarters.
ETF Portfolio Partners's Vanguard Short-Term Bond ETF position peaked at $17.6M in Q4 2014.
1,141 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on ETF Portfolio Partners's 13F filing for Q2 2023, filed 11 Jul 2023.