LWS Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

LWS Wealth 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
2022 Q3	–	Sell	-15,839	Closed	-$1.22M	–	59
2022 Q2	$1.22M	Buy	15,839 +8,527	+117%	+$657K	0.57%	32
2022 Q1	$570K	Buy	+7,312	New	+$580K	0.24%	38
2021 Q2	–	Sell	-91,295	Closed	-$7.5M	–	58
2021 Q1	$7.5M	Sell	91,295 -85,296	-48%	-$7.04M	3.4%	13
2020 Q4	$14.6M	Sell	176,591 -53,600	-23%	-$4.44M	6.58%	3
2020 Q3	$19.1M	Buy	230,191 +7,364	+3%	+$612K	9.39%	3
2020 Q2	$18.5M	Buy	+222,827	New	+$18.4M	9.7%	2

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

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

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

PCA

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

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

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

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

UCFA

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

LWS Wealth Advisors's BSV Position: Q3 2022 in Review

LWS Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 15,839 shares — an estimated $1.22M sold.

LWS Wealth Advisors first reported a position in BSV in Q2 2020 and held it in 6 quarters. The position peaked at $19.1M in Q3 2020. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

LWS Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
LWS Wealth Advisors sold 15,839 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $1.22M.
LWS Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and held it in 6 quarters.
LWS Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $19.1M in Q3 2020.
1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on LWS Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.