Heirloom Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Heirloom Wealth 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
2023 Q2	–	Sell	-2,900	Closed	-$222K	–	50
2023 Q1	$222K	Buy	+2,900	New	+$220K	0.11%	44
2022 Q1	–	Sell	-2,602	Closed	-$209K	–	30
2021 Q4	$209K	Buy	+2,602	New	+$212K	0.18%	32

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

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

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Heirloom Wealth Management's BSV Position: Q2 2023 in Review

Heirloom Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2023, closing a stake of 2,900 shares — an estimated $222K sold.

Heirloom Wealth Management first reported a position in BSV in Q4 2021 and held it in 2 quarters. The position peaked at $222K in Q1 2023. 1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

Heirloom Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Heirloom Wealth Management sold 2,900 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $222K.
Heirloom Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 2 quarters.
Heirloom Wealth Management's Vanguard Short-Term Bond ETF position peaked at $222K in Q1 2023.
1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on Heirloom Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.