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

Howard 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
2022 Q2	–	Sell	-3,828	Closed	-$298K	–	69
2022 Q1	$298K	Sell	3,828 -140	-4%	-$11.1K	0.16%	103
2021 Q4	$320K	Buy	3,968 +352	+10%	+$28.6K	0.17%	101
2021 Q3	$296K	Sell	3,616 -155	-4%	-$12.7K	0.17%	99
2021 Q2	$309K	Buy	3,771 +125	+3%	+$10.3K	0.17%	101
2021 Q1	$299K	Buy	3,646 +80	+2%	+$6.6K	0.17%	98
2020 Q4	$295K	Buy	3,566 +595	+20%	+$49.3K	0.18%	101
2020 Q3	$246K	Buy	+2,971	New	+$247K	0.18%	106
2020 Q1	–	Sell	-1,681	Closed	-$135K	–	148
2019 Q4	$135K	Buy	+1,681	New	+$136K	0.11%	121

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

Howard Wealth Management's BSV Position: Q2 2022 in Review

Howard Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 3,828 shares — an estimated $298K sold.

Howard Wealth Management first reported a position in BSV in Q4 2019 and held it in 8 quarters. The position peaked at $320K in Q4 2021. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Howard Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Howard Wealth Management sold 3,828 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $298K.
Howard Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 8 quarters.
Howard Wealth Management's Vanguard Short-Term Bond ETF position peaked at $320K in Q4 2021.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Howard Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.