FWP
BSV icon

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

Falcon Wealth Planning’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
-3,831
Closed -$287K – 98
2022
Q3 		$287K Buy
+3,831
New +$293K 0.1% 71

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

Falcon Wealth Planning's BSV Position: Q4 2022 in Review

Falcon Wealth Planning sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 3,831 shares — an estimated $287K sold.

Falcon Wealth Planning first reported a position in BSV in Q3 2022 and held it in 1 quarter. The position peaked at $287K in Q3 2022. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

  • Falcon Wealth Planning reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Falcon Wealth Planning sold 3,831 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $287K.
  • Falcon Wealth Planning first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and held it in 1 quarter.
  • Falcon Wealth Planning's Vanguard Short-Term Bond ETF position peaked at $287K in Q3 2022.
  • 1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Falcon Wealth Planning's 13F filing for Q4 2022, filed 20 Jan 2023.