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

Legend 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
Q3 		– Sell
-204
Closed -$15.4K – 192
2023
Q2 		$15.4K Hold
204
– – 0.01% 119
2023
Q1 		$15.6K Hold
204
– – 0.01% 116
2022
Q4 		$15.4K Sell
204
-828
-80% -$62.1K 0.01% 132
2022
Q3 		$77.2K Buy
+1,032
New +$78.8K 0.07% 49

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
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 $1.56T 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legend Financial Advisors's BSV Position: Q3 2023 in Review

Legend Financial Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 204 shares — an estimated $15.4K sold.

Legend Financial Advisors first reported a position in BSV in Q3 2022 and held it in 4 quarters. The position peaked at $77.2K in Q3 2022. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

  • Legend Financial Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 204 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $15.4K.
  • Legend Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and held it in 4 quarters.
  • Legend Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $77.2K in Q3 2022.
  • 1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Legend Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.