LPWM LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

LPWM LLC’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	-2,833	Closed	-$217K	–	68
2023 Q1	$217K	Sell	2,833 -777	-22%	-$58.9K	0.1%	64
2022 Q4	$274K	Sell	3,610 -156	-4%	-$11.7K	0.15%	52
2022 Q3	$282K	Sell	3,766 -1,103	-23%	-$84.3K	0.17%	50
2022 Q2	$373K	Sell	4,869 -470	-9%	-$36.2K	0.21%	41
2022 Q1	$414K	Sell	5,339 -404	-7%	-$32.1K	0.21%	42
2021 Q4	$464K	Buy	5,743 +1,140	+25%	+$92.7K	0.25%	37
2021 Q3	$377K	Sell	4,603 -15	-0.3%	-$1.23K	0.22%	42
2021 Q2	$380K	Buy	4,618 +228	+5%	+$18.8K	0.23%	42
2021 Q1	$361K	Hold	4,390	–	–	0.24%	41
2020 Q4	$364K	Sell	4,390 -281	-6%	-$23.3K	0.27%	41
2020 Q3	$387K	Buy	4,671 +457	+11%	+$38K	0.31%	38
2020 Q2	$350K	Buy	4,214 +103	+3%	+$8.52K	0.32%	34
2020 Q1	$338K	Sell	4,111 -1,607	-28%	-$130K	0.37%	28
2019 Q4	$461K	Buy	+5,718	New	+$461K	0.43%	26

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

UCFA

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

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

LPWM LLC's BSV Position: Q2 2023 in Review

LPWM LLC sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2023, closing a stake of 2,833 shares — an estimated $217K sold.

LPWM LLC first reported a position in BSV in Q4 2019 and held it in 14 quarters. The position peaked at $464K in Q4 2021. 1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

LPWM LLC reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
LPWM LLC sold 2,833 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $217K.
LPWM LLC first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 14 quarters.
LPWM LLC's Vanguard Short-Term Bond ETF position peaked at $464K in Q4 2021.
1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on LPWM LLC's 13F filing for Q2 2023, filed 14 Jul 2023.