LifePro Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

LifePro Asset 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
2023 Q3	–	Sell	-5,176	Closed	-$391K	–	107
2023 Q2	$391K	Sell	5,176 -973	-16%	-$74.2K	0.3%	68
2023 Q1	$463K	Hold	6,149	–	–	0.34%	68
2022 Q4	$463K	Sell	6,149 -329	-5%	-$24.7K	0.34%	68
2022 Q3	$485K	Buy	+6,478	New	+$495K	0.28%	40

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

LifePro Asset Management's BSV Position: Q3 2023 in Review

LifePro Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 5,176 shares — an estimated $391K sold.

LifePro Asset Management first reported a position in BSV in Q3 2022 and held it in 4 quarters. The position peaked at $485K in Q3 2022. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

LifePro Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
LifePro Asset Management sold 5,176 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $391K.
LifePro Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and held it in 4 quarters.
LifePro Asset Management's Vanguard Short-Term Bond ETF position peaked at $485K in Q3 2022.
1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on LifePro Asset Management's 13F filing for Q3 2023, filed 5 Oct 2023.