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

Lauterbach 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
2024 Q4	–	Sell	-2,547	Closed	-$200K	–	75
2024 Q3	$200K	Buy	+2,547	New	+$198K	0.12%	67
2024 Q2	–	Sell	-3,075	Closed	-$236K	–	65
2024 Q1	$236K	Hold	3,075	–	–	0.15%	58
2023 Q4	$237K	Sell	3,075 -105	-3%	-$7.95K	0.17%	57
2023 Q3	$239K	Hold	3,180	–	–	0.19%	51
2023 Q2	$240K	Buy	3,180 +3	+0.1%	+$229	0.18%	52
2023 Q1	$243K	Buy	3,177 +4	+0.1%	+$303	0.2%	49
2022 Q4	$239K	Buy	3,173 +1	+0%	+$75	0.21%	45
2022 Q3	$237K	Sell	3,172 -982	-24%	-$75K	0.24%	44
2022 Q2	$319K	Buy	+4,154	New	+$320K	0.3%	32

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lauterbach Financial Advisors's BSV Position: Q4 2024 in Review

Lauterbach Financial Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2024, closing a stake of 2,547 shares — an estimated $200K sold.

Lauterbach Financial Advisors first reported a position in BSV in Q2 2022 and held it in 9 quarters. The position peaked at $319K in Q2 2022. 1,248 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

Lauterbach Financial Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Lauterbach Financial Advisors sold 2,547 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $200K.
Lauterbach Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and held it in 9 quarters.
Lauterbach Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $319K in Q2 2022.
1,248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Lauterbach Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.