Journey Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Journey Advisory Group’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 Q1	–	Sell	-2,784	Closed	-$210K	–	236
2022 Q4	$210K	Sell	2,784 -880	-24%	-$66K	0.05%	215
2022 Q3	$274K	Buy	3,664 +183	+5%	+$14K	0.07%	193
2022 Q2	$269K	Buy	3,481 +190	+6%	+$14.6K	0.06%	212
2022 Q1	$256K	Buy	3,291 +97	+3%	+$7.7K	0.06%	196
2021 Q4	$258K	Buy	3,194 +211	+7%	+$17.2K	0.07%	184
2021 Q3	$244K	Buy	2,983 +15	+0.5%	+$1.23K	0.08%	177
2021 Q2	$244K	Buy	+2,968	New	+$244K	0.08%	185

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

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

Journey Advisory Group's BSV Position: Q1 2023 in Review

Journey Advisory Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 2,784 shares — an estimated $210K sold.

Journey Advisory Group first reported a position in BSV in Q2 2021 and held it in 7 quarters. The position peaked at $274K in Q3 2022. 1,135 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

Journey Advisory Group reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Journey Advisory Group sold 2,784 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $210K.
Journey Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and held it in 7 quarters.
Journey Advisory Group's Vanguard Short-Term Bond ETF position peaked at $274K in Q3 2022.
1,135 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Journey Advisory Group's 13F filing for Q1 2023, filed 4 May 2023.