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Legacy Capital Group California’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Legacy Capital Group 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
2023
Q2 		– Sell
-6,881
Closed -$526K – 268
2023
Q1 		$526K Buy
+6,881
New +$521K 0.26% 116

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Capital Group California's BSV Position: Q2 2023 in Review

Legacy Capital Group California sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2023, closing a stake of 6,881 shares — an estimated $526K sold.

Legacy Capital Group California first reported a position in BSV in Q1 2023 and held it in 1 quarter. The position peaked at $526K in Q1 2023. 1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

  • Legacy Capital Group California reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 6,881 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $526K.
  • Legacy Capital Group California first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and held it in 1 quarter.
  • Legacy Capital Group California's Vanguard Short-Term Bond ETF position peaked at $526K in Q1 2023.
  • 1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on Legacy Capital Group California's 13F filing for Q2 2023, filed 10 Aug 2023.