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

Financial Sense 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 Q2	–	Sell	-4,715	Closed	-$367K	–	108
2022 Q1	$367K	Buy	+4,715	New	+$374K	0.14%	55
2020 Q4	–	Sell	-28,689	Closed	-$2.38M	–	103
2020 Q3	$2.38M	Buy	28,689 +108	+0.4%	+$8.97K	0.95%	25
2020 Q2	$2.38M	Sell	28,581 -10,344	-27%	-$855K	0.85%	27
2020 Q1	$3.2M	Buy	38,925 +5,357	+16%	+$435K	1.44%	16
2019 Q4	$2.71M	Buy	33,568 +2,872	+9%	+$232K	0.99%	22
2019 Q3	$2.48M	Buy	+30,696	New	+$2.48M	1.2%	17

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PCA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Financial Sense Advisors's BSV Position: Q2 2022 in Review

Financial Sense Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 4,715 shares — an estimated $367K sold.

Financial Sense Advisors first reported a position in BSV in Q3 2019 and held it in 6 quarters. The position peaked at $3.2M in Q1 2020. 1,158 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Financial Sense Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Financial Sense Advisors sold 4,715 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $367K.
Financial Sense Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2019 and held it in 6 quarters.
Financial Sense Advisors's Vanguard Short-Term Bond ETF position peaked at $3.2M in Q1 2020.
1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Financial Sense Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.