Laurel Wealth Advisors (California)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$968K	Sell	12,865 -2,254	-15%	-$169K	0.1%	220
2022 Q3	$1.13M	Sell	15,119 -3,021	-17%	-$231K	0.12%	188
2022 Q2	$1.39M	Sell	18,140 -5,958	-25%	-$459K	0.14%	155
2022 Q1	$1.88M	Sell	24,098 -3,101	-11%	-$246K	0.16%	142
2021 Q4	$2.2M	Sell	27,199 -2,297	-8%	-$187K	0.17%	124
2021 Q3	$2.42M	Sell	29,496 -315	-1%	-$25.9K	0.44%	46
2021 Q2	$2.45M	Buy	29,811 +1,540	+5%	+$127K	0.32%	77
2021 Q1	$2.32M	Buy	28,271 +4,115	+17%	+$340K	0.35%	66
2020 Q4	$2M	Buy	24,156 +3,724	+18%	+$309K	0.29%	78
2020 Q3	$1.7M	Buy	20,432 +1,281	+7%	+$106K	0.28%	84
2020 Q2	$1.59M	Buy	19,151 +958	+5%	+$79.2K	0.29%	86
2020 Q1	$1.5M	Buy	18,193 +1,186	+7%	+$96.3K	0.34%	73
2019 Q4	$1.37M	Sell	17,007 -5,917	-26%	-$478K	0.23%	121
2019 Q3	$1.85M	Buy	22,924 +8,813	+62%	+$711K	0.32%	77
2019 Q2	$1.14M	Buy	+14,111	New	+$1.13M	0.25%	107
2019 Q1	–	Sell	-2,867	Closed	-$225K	–	410
2018 Q4	$225K	Sell	2,867 -370	-11%	-$28.9K	0.07%	299
2018 Q3	$252K	Buy	+3,237	New	+$253K	0.06%	325
2018 Q1	–	Sell	-2,698	Closed	-$213K	–	357
2017 Q4	$213K	Buy	2,698 +53	+2%	+$4.21K	0.06%	320
2017 Q3	$211K	Hold	2,645	–	–	0.07%	283
2017 Q2	$211K	Buy	+2,645	New	+$211K	0.08%	272
2017 Q1	–	Sell	-2,794	Closed	-$221K	–	303
2016 Q4	$221K	Buy	2,794 +143	+5%	+$11.4K	0.1%	216
2016 Q3	$214K	Sell	2,651 -11	-0.4%	-$889	0.1%	231
2016 Q2	$216K	Sell	2,662 -338	-11%	-$27.2K	0.1%	218
2016 Q1	$242K	Hold	3,000	–	–	0.12%	206
2015 Q4	$239K	Buy	+3,000	New	+$240K	0.12%	200

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Laurel Wealth Advisors (California)'s BSV Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Vanguard Short-Term Bond ETF (BSV) stake by 15% in Q4 2022, selling an estimated $169K and leaving 12,865 shares worth $968K. The position accounts for 0.1% of the portfolio, ranked #220.

Laurel Wealth Advisors (California) first reported a position in BSV in Q4 2015 and has held it in 25 quarters since. The position peaked at $2.45M in Q2 2021. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Laurel Wealth Advisors (California) held 12,865 shares of Vanguard Short-Term Bond ETF worth $968K as of Q4 2022.
Laurel Wealth Advisors (California) sold 2,254 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $169K.
Vanguard Short-Term Bond ETF made up 0.1% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #220 holding.
Laurel Wealth Advisors (California) first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and has held it in 25 quarters since.
Laurel Wealth Advisors (California)'s Vanguard Short-Term Bond ETF position peaked at $2.45M in Q2 2021.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.