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Kozak & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Kozak & 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
2024
Q1 		– Sell
-62
Closed -$4.8K – 405
2023
Q4 		$4.8K Buy
+62
New +$4.69K ﹤0.01% 281

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

Kozak & Associates's BSV Position: Q1 2024 in Review

Kozak & Associates sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 62 shares — an estimated $4.8K sold.

Kozak & Associates first reported a position in BSV in Q4 2023 and held it in 1 quarter. The position peaked at $4.8K in Q4 2023. 1,158 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

  • Kozak & Associates reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Kozak & Associates sold 62 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $4.8K.
  • Kozak & Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and held it in 1 quarter.
  • Kozak & Associates's Vanguard Short-Term Bond ETF position peaked at $4.8K in Q4 2023.
  • 1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on Kozak & Associates's 13F filing for Q1 2024, filed 17 May 2024.