Mitchell Sinkler & Starr’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Mitchell Sinkler & Starr’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 Q4	–	Sell	-14,950	Closed	-$1.12M	–	141
2022 Q3	$1.12M	Hold	14,950	–	–	0.43%	55
2022 Q2	$1.15M	Hold	14,950	–	–	0.42%	52
2022 Q1	$1.17M	Buy	14,950 +1,250	+9%	+$99.2K	0.36%	57
2021 Q4	$1.11M	Hold	13,700	–	–	0.33%	61
2021 Q3	$1.12M	Hold	13,700	–	–	1.02%	41
2021 Q2	$1.13M	Hold	13,700	–	–	1.02%	39
2021 Q1	$1.13M	Hold	13,700	–	–	1.09%	35
2020 Q4	$1.14M	Buy	13,700 +1,200	+10%	+$99.4K	1.08%	35
2020 Q3	$1.04M	Hold	12,500	–	–	1.05%	35
2020 Q2	$1.04M	Hold	12,500	–	–	1.18%	35
2020 Q1	$1.03M	Hold	12,500	–	–	1.34%	30
2019 Q4	$1.01M	Hold	12,500	–	–	1.07%	33
2019 Q3	$1.01M	Hold	12,500	–	–	1.29%	30
2019 Q2	$1.01M	Hold	12,500	–	–	1.15%	35
2019 Q1	$995K	Sell	12,500 -11,500	-48%	-$908K	1.15%	34
2018 Q4	$1.89M	Hold	24,000	–	–	2.33%	13
2018 Q3	$1.87M	Hold	24,000	–	–	1.96%	18
2018 Q2	$1.88M	Hold	24,000	–	–	2.07%	17
2018 Q1	$1.88M	Hold	24,000	–	–	2.15%	16
2017 Q4	$1.9M	Hold	24,000	–	–	2.81%	4
2017 Q3	$1.92M	Hold	24,000	–	–	3%	4
2017 Q2	$1.92M	Hold	24,000	–	–	3.14%	3
2017 Q1	$1.91M	Hold	24,000	–	–	3.11%	3
2016 Q4	$1.91M	Buy	+24,000	New	+$1.92M	2.67%	8
2016 Q3	–	Sell	-15,645	Closed	-$1.27M	–	71
2016 Q2	$1.27M	Hold	15,645	–	–	1.73%	20
2016 Q1	$1.26M	Buy	15,645 +1,520	+11%	+$122K	1.74%	22
2015 Q4	$1.12M	Hold	14,125	–	–	1.53%	27
2015 Q3	$1.14M	Hold	14,125	–	–	1.46%	27
2015 Q2	$1.13M	Sell	14,125 -1,500	-10%	-$120K	1.34%	27
2015 Q1	$1.26M	Buy	15,625 +12,500	+400%	+$1M	1.42%	27
2014 Q4	$250K	Hold	3,125	–	–	0.28%	81
2014 Q3	$250K	Buy	+3,125	New	+$250K	0.28%	81

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mitchell Sinkler & Starr's BSV Position: Q4 2022 in Review

Mitchell Sinkler & Starr sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 14,950 shares — an estimated $1.12M sold.

Mitchell Sinkler & Starr first reported a position in BSV in Q3 2014 and held it in 32 quarters. The position peaked at $1.92M in Q3 2017. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Mitchell Sinkler & Starr reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Mitchell Sinkler & Starr sold 14,950 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $1.12M.
Mitchell Sinkler & Starr first reported a position in Vanguard Short-Term Bond ETF in Q3 2014 and held it in 32 quarters.
Mitchell Sinkler & Starr's Vanguard Short-Term Bond ETF position peaked at $1.92M in Q3 2017.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Mitchell Sinkler & Starr's 13F filing for Q4 2022, filed 14 Feb 2023.