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

Financial Synergies Wealth 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
2024 Q4	–	Sell	-3,308	Closed	-$260K	–	74
2024 Q3	$260K	Buy	3,308 +132	+4%	+$10.3K	0.03%	65
2024 Q2	$244K	Buy	3,176 +870	+38%	+$66.4K	0.03%	65
2024 Q1	$177K	Sell	2,306 -1,765	-43%	-$135K	0.02%	75
2023 Q4	$306K	Sell	4,071 -123	-3%	-$9.31K	0.05%	57
2023 Q3	$315K	Sell	4,194 -338	-7%	-$25.5K	0.05%	60
2023 Q2	$342K	Buy	4,532 +128	+3%	+$9.76K	0.05%	60
2023 Q1	$337K	Buy	4,404 +333	+8%	+$25.2K	0.05%	59
2022 Q4	$306K	Buy	4,071 +541	+15%	+$40.6K	0.05%	57
2022 Q3	$264K	Sell	3,530 -2,413	-41%	-$184K	0.05%	61
2022 Q2	$456K	Buy	+5,943	New	+$458K	0.07%	51

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's BSV Position: Q4 2024 in Review

Financial Synergies Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2024, closing a stake of 3,308 shares — an estimated $260K sold.

Financial Synergies Wealth Advisors first reported a position in BSV in Q2 2022 and held it in 10 quarters. The position peaked at $456K in Q2 2022. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

Financial Synergies Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 3,308 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $260K.
Financial Synergies Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and held it in 10 quarters.
Financial Synergies Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $456K in Q2 2022.
1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.