Parsec Financial Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Parsec Financial 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	–	Sell	-3,009	Closed	-$234K	–	287
2022 Q1	$234K	Sell	3,009 -641	-18%	-$50.9K	0.01%	278
2021 Q4	$295K	Hold	3,650	–	–	0.01%	249
2021 Q3	$298K	Sell	3,650 -222	-6%	-$18.2K	0.01%	245
2021 Q2	$318K	Sell	3,872 -2,616	-40%	-$215K	0.02%	222
2021 Q1	$533K	Sell	6,488 -7,326	-53%	-$605K	0.03%	182
2020 Q4	$1.15M	Sell	13,814 -3,599	-21%	-$298K	0.06%	133
2020 Q3	$1.45M	Sell	17,413 -751	-4%	-$62.4K	0.09%	123
2020 Q2	$1.51M	Sell	18,164 -1,189	-6%	-$98.3K	0.1%	120
2020 Q1	$1.59M	Buy	+19,353	New	+$1.57M	0.12%	118

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.56T AUM 27.86% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TAIM

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

Parsec Financial Management's BSV Position: Q2 2022 in Review

Parsec Financial Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 3,009 shares — an estimated $234K sold.

Parsec Financial Management first reported a position in BSV in Q1 2020 and held it in 9 quarters. The position peaked at $1.59M in Q1 2020. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Parsec Financial Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Parsec Financial Management sold 3,009 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $234K.
Parsec Financial Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and held it in 9 quarters.
Parsec Financial Management's Vanguard Short-Term Bond ETF position peaked at $1.59M in Q1 2020.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Parsec Financial Management's 13F filing for Q2 2022, filed 6 Jul 2022.