Gofen & Glossberg’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Gofen & Glossberg’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 Q2	–	Sell	-2,953	Closed	-$230K	–	576
2022 Q1	$230K	Buy	2,953 +315	+12%	+$25K	0.01%	517
2021 Q4	$213K	Sell	2,638 -1,054	-29%	-$85.7K	﹤0.01%	547
2021 Q3	$303K	Buy	3,692 +495	+15%	+$40.7K	0.01%	439
2021 Q2	$263K	Buy	3,197 +165	+5%	+$13.6K	0.01%	467
2021 Q1	$249K	Buy	+3,032	New	+$250K	0.01%	456
2019 Q4	–	Sell	-2,819	Closed	-$228K	–	479
2019 Q3	$228K	Buy	2,819 +176	+7%	+$14.2K	0.01%	410
2019 Q2	$213K	Sell	2,643 -728	-22%	-$58.1K	0.01%	409
2019 Q1	$268K	Sell	3,371 -640	-16%	-$50.5K	0.01%	366
2018 Q4	$315K	Sell	4,011 -2,150	-35%	-$168K	0.01%	328
2018 Q3	$481K	Sell	6,161 -50	-0.8%	-$3.91K	0.02%	293
2018 Q2	$486K	Sell	6,211 -1,111	-15%	-$86.8K	0.02%	288
2018 Q1	$574K	Buy	7,322 +4,162	+132%	+$327K	0.02%	261
2017 Q4	$250K	Buy	+3,160	New	+$251K	0.01%	416

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Gofen & Glossberg's BSV Position: Q2 2022 in Review

Gofen & Glossberg sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 2,953 shares — an estimated $230K sold.

Gofen & Glossberg first reported a position in BSV in Q4 2017 and held it in 13 quarters. The position peaked at $574K in Q1 2018. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Gofen & Glossberg reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Gofen & Glossberg sold 2,953 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $230K.
Gofen & Glossberg first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 13 quarters.
Gofen & Glossberg's Vanguard Short-Term Bond ETF position peaked at $574K in Q1 2018.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Gofen & Glossberg's 13F filing for Q2 2022, filed 14 Jul 2022.