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

Minot Wealth 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
2022 Q2	$349K	Sell	4,551 -900	-17%	-$69.3K	0.09%	134
2022 Q1	$425K	Sell	5,451 -616	-10%	-$48.9K	0.09%	135
2021 Q4	$490K	Hold	6,067	–	–	0.09%	131
2021 Q3	$497K	Sell	6,067 -617	-9%	-$50.7K	0.11%	127
2021 Q2	$549K	Sell	6,684 -2,855	-30%	-$235K	0.12%	120
2021 Q1	$784K	Sell	9,539 -13,544	-59%	-$1.12M	0.2%	101
2020 Q4	$1.91M	Sell	23,083 -5,685	-20%	-$471K	0.57%	55
2020 Q3	$2.39M	Buy	+28,768	New	+$2.39M	0.9%	47

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Minot Wealth Management's BSV Position: Q2 2022 in Review

Minot Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 17% in Q2 2022, selling an estimated $69.3K and leaving 4,551 shares worth $349K. The position accounts for 0.09% of the portfolio, ranked #134.

Minot Wealth Management first reported a position in BSV in Q3 2020 and has held it in 8 quarters since. The position peaked at $2.39M in Q3 2020. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Minot Wealth Management held 4,551 shares of Vanguard Short-Term Bond ETF worth $349K as of Q2 2022.
Minot Wealth Management sold 900 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $69.3K.
Vanguard Short-Term Bond ETF made up 0.09% of Minot Wealth Management's portfolio in Q2 2022, its #134 holding.
Minot Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and has held it in 8 quarters since.
Minot Wealth Management's Vanguard Short-Term Bond ETF position peaked at $2.39M in Q3 2020.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.