Good Life Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Good Life 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
2024 Q4	–	Sell	-2,603	Closed	-$205K	–	493
2024 Q3	$205K	Buy	+2,603	New	+$203K	0.01%	541
2022 Q2	–	Sell	-2,590	Closed	-$202K	–	361
2022 Q1	$202K	Sell	2,590 -569	-18%	-$45.2K	0.03%	370
2021 Q4	$255K	Sell	3,159 -119	-4%	-$9.68K	0.03%	315
2021 Q3	$269K	Buy	3,278 +112	+4%	+$9.2K	0.04%	287
2021 Q2	$260K	Sell	3,166 -677	-18%	-$55.7K	0.05%	251
2021 Q1	$317K	Buy	+3,843	New	+$317K	0.06%	214
2020 Q2	–	Sell	-2,794	Closed	-$231K	–	256
2020 Q1	$231K	Buy	+2,794	New	+$227K	0.08%	183

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Good Life Advisors's BSV Position: Q4 2024 in Review

Good Life Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2024, closing a stake of 2,603 shares — an estimated $205K sold.

Good Life Advisors first reported a position in BSV in Q1 2020 and held it in 7 quarters. The position peaked at $317K in Q1 2021. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

Good Life Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Good Life Advisors sold 2,603 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $205K.
Good Life Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and held it in 7 quarters.
Good Life Advisors's Vanguard Short-Term Bond ETF position peaked at $317K in Q1 2021.
1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Good Life Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.