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LaFleur & Godfrey’s Vanguard Short-Term Bond ETF BSV Stock Holding History

LaFleur & Godfrey’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
Q4 		– Sell
-8,128
Closed -$640K – 151
2024
Q3 		$640K Buy
8,128
+600
+8% +$46.7K 0.09% 93
2024
Q2 		$577K Buy
7,528
+3,347
+80% +$255K 0.08% 94
2024
Q1 		$321K Buy
4,181
+1,462
+54% +$112K 0.05% 109
2023
Q4 		$209K Buy
+2,719
New +$206K 0.03% 129
2018
Q1 		– Sell
-2,800
Closed -$222K – 63
2017
Q4 		$222K Hold
2,800
– – 0.05% 69
2017
Q3 		$224K Sell
2,800
-575
-17% -$46K 0.06% 69
2017
Q2 		$269K Hold
3,375
– – 0.07% 70
2017
Q1 		$269K Hold
3,375
– – 0.07% 72
2016
Q4 		$268K Sell
3,375
-1,550
-31% -$124K 0.08% 73
2016
Q3 		$398K Hold
4,925
– – 0.11% 66
2016
Q2 		$399K Buy
4,925
+1,550
+46% +$125K 0.12% 65
2016
Q1 		$272K Hold
3,375
– – 0.08% 67
2015
Q4 		$269K Hold
3,375
– – 0.08% 66
2015
Q3 		$271K Sell
3,375
-325
-9% -$26K 0.08% 70
2015
Q2 		$297K Hold
3,700
– – 0.08% 70
2015
Q1 		$298K Sell
3,700
-25
-0.7% -$2.01K 0.08% 72
2014
Q4 		$298K Sell
3,725
-3,400
-48% -$273K 0.08% 72
2014
Q3 		$570K Sell
7,125
-7,450
-51% -$597K 0.16% 72
2014
Q2 		$1.17M Sell
14,575
-7,365
-34% -$591K 0.31% 56
2014
Q1 		$1.76M Sell
21,940
-16,524
-43% -$1.32M 0.49% 50
2013
Q4 		$3.07M Sell
38,464
-58,612
-60% -$4.71M 0.85% 38
2013
Q3 		$7.8M Sell
97,076
-80,945
-45% -$6.48M 2.24% 17
2013
Q2 		$14.3M Buy
+178,021
New +$14.4M 4.25% 5

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LaFleur & Godfrey's BSV Position: Q4 2024 in Review

LaFleur & Godfrey sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2024, closing a stake of 8,128 shares — an estimated $640K sold.

LaFleur & Godfrey first reported a position in BSV in Q2 2013 and held it in 23 quarters. The position peaked at $14.3M in Q2 2013. 1,248 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

  • LaFleur & Godfrey reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • LaFleur & Godfrey sold 8,128 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $640K.
  • LaFleur & Godfrey first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 23 quarters.
  • LaFleur & Godfrey's Vanguard Short-Term Bond ETF position peaked at $14.3M in Q2 2013.
  • 1,248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on LaFleur & Godfrey's 13F filing for Q4 2024, filed 16 Jan 2025.