Financial Life Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Financial Life Advisors’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	-4,351	Closed	-$326K	–	74
2022 Q3	$326K	Hold	4,351	–	–	0.16%	50
2022 Q2	$334K	Hold	4,351	–	–	0.16%	37
2022 Q1	$339K	Sell	4,351 -670	-13%	-$53.2K	0.14%	41
2021 Q4	$406K	Hold	5,021	–	–	0.16%	39
2021 Q3	$411K	Hold	5,021	–	–	0.17%	38
2021 Q2	$413K	Hold	5,021	–	–	0.18%	38
2021 Q1	$413K	Buy	5,021 +1,046	+26%	+$86.3K	0.19%	38
2020 Q4	$329K	Sell	3,975 -1,346	-25%	-$112K	0.17%	40
2020 Q3	$441K	Buy	+5,321	New	+$442K	0.23%	35
2020 Q1	–	Sell	-10,863	Closed	-$876K	–	27
2019 Q4	$876K	Sell	10,863 -1,080	-9%	-$87.2K	0.53%	23
2019 Q3	$965K	Sell	11,943 -2,050	-15%	-$165K	0.61%	19
2019 Q2	$1.13M	Sell	13,993 -3,036	-18%	-$242K	0.75%	19
2019 Q1	$1.35M	Sell	17,029 -16,440	-49%	-$1.3M	0.93%	18
2018 Q4	$2.63M	Sell	33,469 -5,629	-14%	-$439K	2.04%	16
2018 Q3	$3.05M	Sell	39,098 -1,557	-4%	-$122K	2.24%	16
2018 Q2	$3.18M	Sell	40,655 -5,524	-12%	-$432K	2.61%	15
2018 Q1	$3.62M	Sell	46,179 -5,811	-11%	-$457K	3.31%	12
2017 Q4	$4.11M	Buy	+51,990	New	+$4.13M	3.32%	10

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

Financial Life Advisors's BSV Position: Q4 2022 in Review

Financial Life Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 4,351 shares — an estimated $326K sold.

Financial Life Advisors first reported a position in BSV in Q4 2017 and held it in 18 quarters. The position peaked at $4.11M in Q4 2017. 1,168 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Financial Life Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Financial Life Advisors sold 4,351 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $326K.
Financial Life Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 18 quarters.
Financial Life Advisors's Vanguard Short-Term Bond ETF position peaked at $4.11M in Q4 2017.
1,168 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Financial Life Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.