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Godsey & Gibb Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Godsey & Gibb Inc’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 		– Sell
-518
Closed -$39.7K – 434
2024
Q2 		$39.7K Buy
+518
New +$39.5K ﹤0.01% 202
2024
Q1 		– Sell
-264
Closed -$20.3K – 391
2023
Q4 		$20.3K Buy
+264
New +$20K ﹤0.01% 220
2023
Q2 		– Sell
-1,778
Closed -$136K – 364
2023
Q1 		$136K Buy
1,778
+1,680
+1,714% +$127K 0.02% 121
2022
Q4 		$7.38K Hold
98
– – ﹤0.01% 216
2022
Q3 		$7K Buy
+98
New +$7.49K 0.01% 55
2019
Q3 		– Sell
-2,645
Closed -$213K – 92
2019
Q2 		$213K Buy
+2,645
New +$211K 0.03% 85

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

Godsey & Gibb Inc's BSV Position: Q3 2024 in Review

Godsey & Gibb Inc sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2024, closing a stake of 518 shares — an estimated $39.7K sold.

Godsey & Gibb Inc first reported a position in BSV in Q2 2019 and held it in 6 quarters. The position peaked at $213K in Q2 2019. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

  • Godsey & Gibb Inc reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Godsey & Gibb Inc sold 518 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $39.7K.
  • Godsey & Gibb Inc first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and held it in 6 quarters.
  • Godsey & Gibb Inc's Vanguard Short-Term Bond ETF position peaked at $213K in Q2 2019.
  • 1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on Godsey & Gibb Inc's 13F filing for Q3 2024, filed 18 Oct 2024.