Laidlaw Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Laidlaw Wealth Management’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 Q3	–	Sell	-17,870	Closed	-$1.35M	–	277
2023 Q2	$1.35M	Sell	17,870 -1,076	-6%	-$82K	0.26%	95
2023 Q1	$1.45M	Sell	18,946 -1,293	-6%	-$98K	0.3%	93
2022 Q4	$1.52M	Sell	20,239 -9,930	-33%	-$745K	0.33%	89
2022 Q3	$2.26M	Sell	30,169 -4,271	-12%	-$326K	0.53%	51
2022 Q2	$2.65M	Sell	34,440 -10,345	-23%	-$797K	0.54%	52
2022 Q1	$3.49M	Sell	44,785 -10,473	-19%	-$831K	0.58%	39
2021 Q4	$4.47M	Buy	+55,258	New	+$4.49M	0.71%	29
2021 Q1	–	Sell	-46,736	Closed	-$3.87M	–	236
2020 Q4	$3.87M	Buy	46,736 +24,160	+107%	+$2M	0.82%	21
2020 Q3	$1.88M	Buy	22,576 +5,770	+34%	+$479K	0.83%	31
2020 Q2	$1.4M	Buy	16,806 +555	+3%	+$45.9K	0.73%	47
2020 Q1	$1.34M	Sell	16,251 -7,332	-31%	-$595K	0.88%	38
2019 Q4	$1.9M	Buy	+23,583	New	+$1.9M	1.2%	15

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

UCFA

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

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

Laidlaw Wealth Management's BSV Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 17,870 shares — an estimated $1.35M sold.

Laidlaw Wealth Management first reported a position in BSV in Q4 2019 and held it in 12 quarters. The position peaked at $4.47M in Q4 2021. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

Laidlaw Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 17,870 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $1.35M.
Laidlaw Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 12 quarters.
Laidlaw Wealth Management's Vanguard Short-Term Bond ETF position peaked at $4.47M in Q4 2021.
1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.