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FinTrust Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

FinTrust Capital 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
Q3 		$51.7K Hold
657
– – 0.01% 563
2024
Q2 		$50.4K Sell
657
-106
-14% -$8.09K 0.01% 537
2024
Q1 		$58.5K Hold
763
– – 0.01% 480
2023
Q4 		$58.8K Hold
763
– – 0.01% 454
2023
Q3 		$57.4K Sell
763
-212
-22% -$16K 0.01% 429
2023
Q2 		$73.4K Hold
975
– – 0.02% 391
2023
Q1 		$73.4K Hold
975
– – 0.02% 388
2022
Q4 		$73.4K Hold
975
– – 0.02% 388
2022
Q3 		$73K Sell
975
-242
-20% -$18.5K 0.02% 440
2022
Q2 		$94K Buy
1,217
+25
+2% +$1.93K 0.02% 406
2022
Q1 		$93K Hold
1,192
– – 0.02% 440
2021
Q4 		$96K Sell
1,192
-415
-26% -$33.8K 0.02% 429
2021
Q3 		$132K Sell
1,607
-25
-2% -$2.06K 0.03% 351
2021
Q2 		$134K Sell
1,632
-1,115
-41% -$91.7K 0.04% 358
2021
Q1 		$226K Sell
2,747
-58
-2% -$4.79K 0.07% 242
2020
Q4 		$233K Buy
2,805
+484
+21% +$40.1K 0.07% 225
2020
Q3 		$193 Sell
2,321
-75
-3% -$6.23K 0.04% 242
2020
Q2 		$199K Buy
2,396
+1,455
+155% +$120K 0.08% 200
2020
Q1 		$77K Sell
941
-300
-24% -$24.4K 0.04% 335
2019
Q4 		$100K Sell
1,241
-80
-6% -$6.46K 0.04% 327
2019
Q3 		$107K Hold
1,321
– – 0.04% 324
2019
Q2 		$106K Sell
1,321
-1,737
-57% -$139K 0.04% 282
2019
Q1 		$243K Buy
3,058
+1,097
+56% +$86.6K 0.1% 168
2018
Q4 		$154K Buy
+1,961
New +$153K 0.08% 211

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FinTrust Capital Advisors's BSV Position: Q3 2024 in Review

FinTrust Capital Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2024 at 657 shares worth $51.7K. The position accounts for 0.01% of the portfolio, ranked #563.

FinTrust Capital Advisors first reported a position in BSV in Q4 2018 and has held it in 24 quarters since. The position peaked at $243K in Q1 2019. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

  • FinTrust Capital Advisors held 657 shares of Vanguard Short-Term Bond ETF worth $51.7K as of Q3 2024.
  • FinTrust Capital Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2024.
  • Vanguard Short-Term Bond ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #563 holding.
  • FinTrust Capital Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Vanguard Short-Term Bond ETF position peaked at $243K in Q1 2019.
  • 1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.