Foster Victor Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Foster Victor 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
2022 Q4	–	Sell	-96,300	Closed	-$7.2M	–	162
2022 Q3	$7.2M	Sell	96,300 -4,164	-4%	-$318K	1.05%	44
2022 Q2	$7.72M	Buy	100,464 +505	+0.5%	+$38.9K	1.15%	35
2022 Q1	$7.74M	Buy	99,959 +15,352	+18%	+$1.22M	1.06%	39
2021 Q4	$6.8M	Buy	84,607 +9,439	+13%	+$768K	0.93%	43
2021 Q3	$6.16M	Buy	75,168 +3,998	+6%	+$329K	0.99%	36
2021 Q2	$5.85M	Buy	71,170 +2,875	+4%	+$237K	0.98%	35
2021 Q1	$5.62M	Buy	68,295 +4,445	+7%	+$367K	1.04%	34
2020 Q4	$5.29M	Buy	63,850 +4,023	+7%	+$333K	1.21%	33
2020 Q3	$4.97M	Buy	59,827 +36,572	+157%	+$3.04M	1.35%	27
2020 Q2	$1.93M	Buy	+23,255	New	+$1.92M	0.64%	43

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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 $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Foster Victor Wealth Advisors's BSV Position: Q4 2022 in Review

Foster Victor Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 96,300 shares — an estimated $7.2M sold.

Foster Victor Wealth Advisors first reported a position in BSV in Q2 2020 and held it in 10 quarters. The position peaked at $7.74M in Q1 2022. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Foster Victor Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Foster Victor Wealth Advisors sold 96,300 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $7.2M.
Foster Victor Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and held it in 10 quarters.
Foster Victor Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $7.74M in Q1 2022.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Foster Victor Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.