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

Meridian Wealth Partners’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	-2,781	Closed	-$213K	–	95
2023 Q1	$213K	Sell	2,781 -111	-4%	-$8.41K	0.05%	87
2022 Q4	$218K	Sell	2,892 -270	-9%	-$20.3K	0.05%	84
2022 Q3	$237K	Sell	3,162 -111	-3%	-$8.48K	0.06%	71
2022 Q2	$251K	Sell	3,273 -256	-7%	-$19.7K	0.06%	66
2022 Q1	$275K	Sell	3,529 -8	-0.2%	-$635	0.06%	63
2021 Q4	$286K	Sell	3,537 -99	-3%	-$8.05K	0.06%	65
2021 Q3	$298K	Sell	3,636 -85	-2%	-$6.99K	0.06%	58
2021 Q2	$306K	Buy	3,721 +605	+19%	+$49.8K	0.07%	54
2021 Q1	$256K	Sell	3,116 -170	-5%	-$14K	0.08%	62
2020 Q4	$272K	Sell	3,286 -41	-1%	-$3.4K	0.11%	52
2020 Q3	$276K	Sell	3,327 -249	-7%	-$20.7K	0.14%	46
2020 Q2	$297K	Sell	3,576 -38	-1%	-$3.14K	0.16%	39
2020 Q1	$297K	Buy	3,614 +54	+2%	+$4.38K	0.18%	40
2019 Q4	$287K	Buy	+3,560	New	+$287K	0.18%	42

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

Meridian Wealth Partners's BSV Position: Q2 2023 in Review

Meridian Wealth Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2023, closing a stake of 2,781 shares — an estimated $213K sold.

Meridian Wealth Partners first reported a position in BSV in Q4 2019 and held it in 14 quarters. The position peaked at $306K in Q2 2021. 1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

Meridian Wealth Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Meridian Wealth Partners sold 2,781 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $213K.
Meridian Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 14 quarters.
Meridian Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $306K in Q2 2021.
1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on Meridian Wealth Partners's 13F filing for Q2 2023, filed 2 Aug 2023.