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

FourThought Financial’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 Q3	$975K	Hold	13,028	–	–	0.14%	117
2022 Q2	$1M	Buy	13,028 +89	+0.7%	+$6.86K	0.15%	116
2022 Q1	$1.01M	Hold	12,939	–	–	0.13%	123
2021 Q4	$1.05M	Sell	12,939 -2,897	-18%	-$236K	0.13%	121
2021 Q3	$1.3M	Hold	15,836	–	–	0.17%	111
2021 Q2	$1.3M	Sell	15,836 -240	-1%	-$19.7K	0.17%	109
2021 Q1	$1.32M	Buy	16,076 +82	+0.5%	+$6.77K	0.19%	102
2020 Q4	$1.32M	Buy	+15,994	New	+$1.33M	0.21%	92

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

FourThought Financial's BSV Position: Q3 2022 in Review

FourThought Financial held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2022 at 13,028 shares worth $975K. The position accounts for 0.14% of the portfolio, ranked #117.

FourThought Financial first reported a position in BSV in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.32M in Q4 2020. 1,131 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

FourThought Financial held 13,028 shares of Vanguard Short-Term Bond ETF worth $975K as of Q3 2022.
FourThought Financial left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2022.
Vanguard Short-Term Bond ETF made up 0.14% of FourThought Financial's portfolio in Q3 2022, its #117 holding.
FourThought Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Vanguard Short-Term Bond ETF position peaked at $1.32M in Q4 2020.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.