Joseph P. Lucia & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Joseph P. Lucia & Associates’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	-464	Closed	-$36K	–	142
2022 Q2	$36K	Hold	464	–	–	0.03%	203
2022 Q1	$36K	Buy	+464	New	+$36.8K	0.02%	211
2021 Q4	–	Sell	-624	Closed	-$51K	–	177
2021 Q3	$51K	Sell	624 -15	-2%	-$1.23K	0.03%	214
2021 Q2	$53K	Hold	639	–	–	0.03%	216
2021 Q1	$53K	Hold	639	–	–	0.02%	201
2020 Q4	$53K	Buy	+639	New	+$52.9K	0.04%	183
2020 Q3	–	Sell	-599	Closed	-$50K	–	128
2020 Q2	$50K	Buy	599 +220	+58%	+$18.2K	0.05%	172
2020 Q1	$31K	Hold	379	–	–	0.03%	191
2019 Q4	$31K	Hold	379	–	–	0.03%	211
2019 Q3	$31K	Hold	379	–	–	0.03%	209
2019 Q2	$31K	Hold	379	–	–	0.03%	212
2019 Q1	$30.1K	Buy	+379	New	+$29.9K	0.05%	144

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Joseph P. Lucia & Associates's BSV Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 464 shares — an estimated $36K sold.

Joseph P. Lucia & Associates first reported a position in BSV in Q1 2019 and held it in 12 quarters. The position peaked at $53K in Q2 2021. 1,131 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 464 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $36K.
Joseph P. Lucia & Associates first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Vanguard Short-Term Bond ETF position peaked at $53K in Q2 2021.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.