Liberty Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Liberty Capital Management’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
2022 Q2	–	Sell	-10,838	Closed	-$844K	–	135
2022 Q1	$844K	Sell	10,838 -750	-6%	-$59.5K	0.25%	80
2021 Q4	$937K	Sell	11,588 -638	-5%	-$51.9K	0.25%	84
2021 Q3	$1M	Sell	12,226 -504	-4%	-$41.4K	0.3%	75
2021 Q2	$1.05M	Buy	12,730 +2,427	+24%	+$200K	0.32%	75
2021 Q1	$847K	Hold	10,303	–	–	0.29%	76
2020 Q4	$854K	Buy	+10,303	New	+$854K	0.31%	74
2020 Q2	$856K	Hold	10,303	–	–	0.37%	59
2020 Q1	$847K	Hold	10,303	–	–	0.44%	57
2019 Q4	$831K	Sell	10,303 -602	-6%	-$48.6K	0.34%	67
2019 Q3	$881K	Hold	10,905	–	–	0.39%	64
2019 Q2	$878K	Buy	+10,905	New	+$870K	0.39%	64
2018 Q1	–	Sell	-250	Closed	-$20K	–	120
2017 Q4	$20K	Hold	250	–	–	0.01%	214
2017 Q3	$20K	Hold	250	–	–	0.01%	223
2017 Q2	$20K	Buy	+250	New	+$20K	0.01%	212

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Liberty Capital Management's BSV Position: Q2 2022 in Review

Liberty Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 10,838 shares — an estimated $844K sold.

Liberty Capital Management first reported a position in BSV in Q2 2017 and held it in 14 quarters. The position peaked at $1.05M in Q2 2021. 1,158 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Liberty Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Liberty Capital Management sold 10,838 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $844K.
Liberty Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2017 and held it in 14 quarters.
Liberty Capital Management's Vanguard Short-Term Bond ETF position peaked at $1.05M in Q2 2021.
1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Liberty Capital Management's 13F filing for Q2 2022, filed 25 Jul 2022.