L. Roy Papp & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

L. Roy Papp & 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	-2,662	Closed	-$204K	–	164
2022 Q2	$204K	Sell	2,662 -860	-24%	-$66.3K	0.03%	167
2022 Q1	$274K	Sell	3,522 -325	-8%	-$25.8K	0.03%	155
2021 Q4	$311K	Sell	3,847 -100	-3%	-$8.13K	0.04%	155
2021 Q3	$323K	Hold	3,947	–	–	0.04%	153
2021 Q2	$324K	Sell	3,947 -5,489	-58%	-$452K	0.04%	153
2021 Q1	$776K	Sell	9,436 -652,885	-99%	-$53.9M	0.11%	104
2020 Q4	$54.9M	Buy	662,321 +96,422	+17%	+$7.99M	6.32%	1
2020 Q3	$47M	Buy	565,899 +298,124	+111%	+$24.8M	6.04%	1
2020 Q2	$22.3M	Buy	267,775 +245,730	+1,115%	+$20.3M	3.15%	8
2020 Q1	$1.81M	Buy	22,045 +2,369	+12%	+$192K	0.33%	60
2019 Q4	$1.59M	Buy	19,676 +301	+2%	+$24.3K	0.23%	79
2019 Q3	$1.56M	Buy	19,375 +2,673	+16%	+$216K	0.25%	81
2019 Q2	$1.34M	Buy	+16,702	New	+$1.33M	0.21%	84

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

L. Roy Papp & Associates's BSV Position: Q3 2022 in Review

L. Roy Papp & Associates sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 2,662 shares — an estimated $204K sold.

L. Roy Papp & Associates first reported a position in BSV in Q2 2019 and held it in 13 quarters. The position peaked at $54.9M in Q4 2020. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

L. Roy Papp & Associates reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
L. Roy Papp & Associates sold 2,662 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $204K.
L. Roy Papp & Associates first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and held it in 13 quarters.
L. Roy Papp & Associates's Vanguard Short-Term Bond ETF position peaked at $54.9M in Q4 2020.
1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on L. Roy Papp & Associates's 13F filing for Q3 2022, filed 21 Oct 2022.