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Heritage Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Heritage Wealth 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
Q1 		– Sell
-9,923
Closed -$764K – 549
2023
Q4 		$764K Buy
+9,923
New +$751K 0.04% 107

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Heritage Wealth Advisors's BSV Position: Q1 2024 in Review

Heritage Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 9,923 shares — an estimated $764K sold.

Heritage Wealth Advisors first reported a position in BSV in Q4 2023 and held it in 1 quarter. The position peaked at $764K in Q4 2023. 1,158 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

  • Heritage Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 9,923 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $764K.
  • Heritage Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and held it in 1 quarter.
  • Heritage Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $764K in Q4 2023.
  • 1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on Heritage Wealth Advisors's 13F filing for Q1 2024, filed 8 May 2024.