Gould Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Gould Asset Management’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	-7,159	Closed	-$550K	–	134
2022 Q2	$550K	Buy	7,159 +2,904	+68%	+$224K	0.18%	65
2022 Q1	$331K	Sell	4,255 -2,860	-40%	-$227K	0.09%	97
2021 Q4	$575K	Sell	7,115 -1,940	-21%	-$158K	0.16%	65
2021 Q3	$742K	Sell	9,055 -1,490	-14%	-$122K	0.23%	47
2021 Q2	$866K	Buy	10,545 +4,470	+74%	+$368K	0.25%	49
2021 Q1	$499K	Buy	6,075 +1,250	+26%	+$103K	0.15%	76
2020 Q4	$400K	Sell	4,825 -3,570	-43%	-$296K	0.12%	81
2020 Q3	$697K	Buy	+8,395	New	+$698K	0.24%	51
2018 Q4	–	Sell	-3,025	Closed	-$236K	–	132
2018 Q3	$236K	Buy	+3,025	New	+$236K	0.09%	120
2018 Q2	–	Sell	-11,176	Closed	-$877K	–	140
2018 Q1	$877K	Sell	11,176 -15,180	-58%	-$1.19M	0.38%	42
2017 Q4	$2.08M	Buy	26,356 +20,130	+323%	+$1.6M	0.9%	16
2017 Q3	$497K	Sell	6,226 -5,000	-45%	-$400K	0.22%	64
2017 Q2	$896K	Sell	11,226 -6,235	-36%	-$498K	0.43%	38
2017 Q1	$1.39M	Buy	17,461 +8,795	+101%	+$700K	0.7%	20
2016 Q4	$689K	Buy	8,666 +1,655	+24%	+$132K	0.35%	40
2016 Q3	$567K	Buy	7,011 +3,290	+88%	+$266K	0.31%	43
2016 Q2	$302K	Sell	3,721 -2,644	-42%	-$213K	0.16%	71
2016 Q1	$513K	Sell	6,365 -2,070	-25%	-$166K	0.28%	46
2015 Q4	$671K	Sell	8,435 -3,145	-27%	-$252K	0.36%	39
2015 Q3	$931K	Buy	11,580 +710	+7%	+$56.9K	0.52%	26
2015 Q2	$872K	Buy	10,870 +1,085	+11%	+$87.1K	0.44%	37
2015 Q1	$788K	Buy	9,785 +5,505	+129%	+$442K	0.39%	40
2014 Q4	$342K	Buy	4,280 +475	+12%	+$38.1K	0.17%	64
2014 Q3	$305K	Sell	3,805 -2,015	-35%	-$162K	0.15%	70
2014 Q2	$468K	Sell	5,820 -12,260	-68%	-$983K	0.23%	54
2014 Q1	$1.45M	Sell	18,080 -740	-4%	-$59.3K	0.77%	20
2013 Q4	$1.5M	Buy	18,820 +11,115	+144%	+$894K	0.88%	20
2013 Q3	$619K	Buy	7,705 +2,985	+63%	+$239K	0.39%	39
2013 Q2	$378K	Buy	+4,720	New	+$381K	0.24%	53

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

Gould Asset Management's BSV Position: Q3 2022 in Review

Gould Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 7,159 shares — an estimated $550K sold.

Gould Asset Management first reported a position in BSV in Q2 2013 and held it in 29 quarters. The position peaked at $2.08M in Q4 2017. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

Gould Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Gould Asset Management sold 7,159 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $550K.
Gould Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 29 quarters.
Gould Asset Management's Vanguard Short-Term Bond ETF position peaked at $2.08M in Q4 2017.
1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Gould Asset Management's 13F filing for Q3 2022, filed 15 Nov 2022.