LeJeune Puetz Investment Counsel’s Vanguard Short-Term Bond ETF BSV Stock Holding History

LeJeune Puetz Investment Counsel’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 Q1	–	Sell	-1,584	Closed	-$119K	–	197
2022 Q4	$119K	Hold	1,584	–	–	0.04%	187
2022 Q3	$119K	Hold	1,584	–	–	0.05%	184
2022 Q2	$121K	Sell	1,584 -113	-7%	-$8.71K	0.05%	183
2022 Q1	$132K	Sell	1,697 -73	-4%	-$5.79K	0.05%	179
2021 Q4	$143K	Hold	1,770	–	–	0.05%	181
2021 Q3	$145K	Buy	+1,770	New	+$145K	0.05%	176

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

UCFA

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

LeJeune Puetz Investment Counsel's BSV Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 1,584 shares — an estimated $119K sold.

LeJeune Puetz Investment Counsel first reported a position in BSV in Q3 2021 and held it in 6 quarters. The position peaked at $145K in Q3 2021. 1,136 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

LeJeune Puetz Investment Counsel reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
LeJeune Puetz Investment Counsel sold 1,584 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $119K.
LeJeune Puetz Investment Counsel first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and held it in 6 quarters.
LeJeune Puetz Investment Counsel's Vanguard Short-Term Bond ETF position peaked at $145K in Q3 2021.
1,136 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.