Mine & Arao Wealth Creation & Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-14	Closed	-$1.07K	–	112
2024 Q1	$1.07K	Hold	14	–	–	﹤0.01%	301
2023 Q4	$1.08K	Hold	14	–	–	﹤0.01%	304
2023 Q3	$1.05K	Hold	14	–	–	﹤0.01%	303
2023 Q2	$1.06K	Hold	14	–	–	﹤0.01%	313
2023 Q1	$1.07K	Buy	+14	New	+$1.06K	﹤0.01%	310

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's BSV Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 14 shares — an estimated $1.07K sold.

Mine & Arao Wealth Creation & Management first reported a position in BSV in Q1 2023 and held it in 5 quarters. The position peaked at $1.08K in Q4 2023. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 14 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $1.07K.
Mine & Arao Wealth Creation & Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and held it in 5 quarters.
Mine & Arao Wealth Creation & Management's Vanguard Short-Term Bond ETF position peaked at $1.08K in Q4 2023.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.