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

Marks Wealth’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
-4,807
Closed -$369K – 10
2022
Q2 		$369K Sell
4,807
-41,872
-90% -$3.23M 0.43% 11
2022
Q1 		$3.64M Sell
46,679
-73,708
-61% -$5.85M 1.11% 17
2021
Q4 		$9.73M Buy
120,387
+5,244
+5% +$426K 3.04% 12
2021
Q3 		$9.44M Buy
115,143
+47,008
+69% +$3.86M 3.08% 13
2021
Q2 		$5.6M Buy
68,135
+3,584
+6% +$295K 1.89% 15
2021
Q1 		$5.3M Sell
64,551
-170,738
-73% -$14.1M 1.74% 18
2020
Q4 		$19.5M Buy
+235,289
New +$19.5M 6.77% 6

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
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

Marks Wealth's BSV Position: Q3 2022 in Review

Marks Wealth sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 4,807 shares — an estimated $369K sold.

Marks Wealth first reported a position in BSV in Q4 2020 and held it in 7 quarters. The position peaked at $19.5M in Q4 2020. 1,131 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

  • Marks Wealth reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Marks Wealth sold 4,807 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $369K.
  • Marks Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 7 quarters.
  • Marks Wealth's Vanguard Short-Term Bond ETF position peaked at $19.5M in Q4 2020.
  • 1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Marks Wealth's 13F filing for Q3 2022, filed 18 Oct 2022.