Glassman Wealth Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Glassman Wealth Services’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	–	Sell	-973	Closed	-$75K	–	1679
2022 Q2	$75K	Buy	+973	New	+$75K	0.02%	309
2021 Q3	–	Sell	-12	Closed	-$1K	–	1598
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	1243
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	1203
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	1164
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	1106
2020 Q2	$1K	Sell	12 -3,149	-100%	-$260K	﹤0.01%	966
2020 Q1	$260K	Buy	3,161 +3,085	+4,059%	+$251K	0.1%	87
2019 Q4	$6K	Sell	76 -3,085	-98%	-$249K	﹤0.01%	546
2019 Q3	$255K	Buy	3,161 +2,880	+1,025%	+$232K	0.1%	94
2019 Q2	$23K	Buy	281 +269	+2,242%	+$21.5K	0.01%	346
2019 Q1	$1K	Hold	12	–	–	﹤0.01%	767
2018 Q4	$1K	Hold	12	–	–	﹤0.01%	608
2018 Q3	$1K	Hold	12	–	–	﹤0.01%	655
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	631
2018 Q1	$1K	Sell	12 -24	-67%	-$1.89K	﹤0.01%	589
2017 Q4	$3K	Buy	+36	New	+$2.86K	﹤0.01%	453
2016 Q4	–	Sell	-34	Closed	-$3K	–	623
2016 Q3	$3K	Buy	+34	New	+$2.75K	﹤0.01%	384

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Glassman Wealth Services's BSV Position: Q3 2022 in Review

Glassman Wealth Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 973 shares — an estimated $75K sold.

Glassman Wealth Services first reported a position in BSV in Q3 2016 and held it in 17 quarters. The position peaked at $260K in Q1 2020. 1,131 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

Glassman Wealth Services reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Glassman Wealth Services sold 973 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $75K.
Glassman Wealth Services first reported a position in Vanguard Short-Term Bond ETF in Q3 2016 and held it in 17 quarters.
Glassman Wealth Services's Vanguard Short-Term Bond ETF position peaked at $260K in Q1 2020.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Glassman Wealth Services's 13F filing for Q3 2022, filed 9 Nov 2022.