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Landmark Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Landmark Financial Advisors’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
Q4 		$286K Buy
3,717
+854
+30% +$64.6K 0.1% 79
2023
Q3 		$215K Hold
2,863
– – 0.09% 84
2023
Q2 		$216K Sell
2,863
-580
-17% -$44.2K 0.09% 85
2023
Q1 		$263K Buy
3,443
+3
+0.1% +$227 0.12% 76
2022
Q4 		$259K Hold
3,440
– – 0.12% 76
2022
Q3 		$257K Buy
3,440
+110
+3% +$8.4K 0.14% 70
2022
Q2 		$256K Buy
3,330
+17
+0.5% +$1.31K 0.13% 71
2022
Q1 		$256K Sell
3,313
-410
-11% -$32.5K 0.12% 75
2021
Q4 		$301K Buy
+3,723
New +$303K 0.13% 72
2021
Q3 		– Sell
-3,683
Closed -$303K – 67
2021
Q2 		$303K Buy
+3,683
New +$303K 0.14% 61

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B 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 $501B AUM 22.01% 1-Year Est. Return