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

Lee Financial’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 Q1	–	Sell	-2,525	Closed	-$194K	–	246
2023 Q4	$194K	Sell	2,525 -38	-1%	-$2.88K	0.03%	138
2023 Q3	$193K	Sell	2,563 -713	-22%	-$53.7K	0.04%	130
2023 Q2	$248K	Buy	3,276 +912	+39%	+$69.5K	0.04%	116
2023 Q1	$181K	Hold	2,364	–	–	0.03%	134
2022 Q4	$178K	Hold	2,364	–	–	0.03%	156
2022 Q3	$177K	Buy	2,364 +2,326	+6,121%	+$178K	0.03%	154
2022 Q2	$3K	Hold	38	–	–	﹤0.01%	612
2022 Q1	$3K	Hold	38	–	–	﹤0.01%	559
2021 Q4	$3K	Hold	38	–	–	﹤0.01%	655
2021 Q3	$3K	Hold	38	–	–	﹤0.01%	536
2021 Q2	$3K	Sell	38 -38	-50%	-$3.13K	﹤0.01%	502
2021 Q1	$6K	Hold	76	–	–	﹤0.01%	423
2020 Q4	$6K	Hold	76	–	–	﹤0.01%	413
2020 Q3	$6K	Buy	+76	New	+$6.32K	﹤0.01%	445
2017 Q3	–	Sell	-1,917	Closed	-$153K	–	479
2017 Q2	$153K	Buy	1,917 +1	+0.1%	+$80	0.06%	125
2017 Q1	$153K	Hold	1,916	–	–	0.06%	117
2016 Q4	$152K	Buy	+1,916	New	+$153K	0.09%	116

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Lee Financial's BSV Position: Q1 2024 in Review

Lee Financial sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 2,525 shares — an estimated $194K sold.

Lee Financial first reported a position in BSV in Q4 2016 and held it in 17 quarters. The position peaked at $248K in Q2 2023. 1,158 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

Lee Financial reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 2,525 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $194K.
Lee Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and held it in 17 quarters.
Lee Financial's Vanguard Short-Term Bond ETF position peaked at $248K in Q2 2023.
1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.