Perritt Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Perritt Capital 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
2023 Q2	–	Sell	-425	Closed	-$32.5K	–	293
2023 Q1	$32.5K	Hold	425	–	–	0.02%	239
2022 Q4	$32K	Buy	+425	New	+$31.9K	0.02%	243
2017 Q1	–	Sell	-45,382	Closed	-$3.61M	–	227
2016 Q4	$3.61M	Buy	45,382 +11,149	+33%	+$892K	0.87%	38
2016 Q3	$2.77M	Buy	34,233 +12	+0%	+$970	0.69%	55
2016 Q2	$2.77M	Buy	34,221 +1,703	+5%	+$137K	0.73%	61
2016 Q1	$2.62M	Sell	32,518 -1,369	-4%	-$110K	0.65%	72
2015 Q4	$2.7M	Buy	33,887 +1,998	+6%	+$160K	0.58%	72
2015 Q3	$2.56M	Buy	31,889 +290	+0.9%	+$23.2K	0.54%	82
2015 Q2	$2.53M	Buy	31,599 +855	+3%	+$68.6K	0.45%	98
2015 Q1	$2.48M	Buy	+30,744	New	+$2.47M	0.44%	102

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

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

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Perritt Capital Management's BSV Position: Q2 2023 in Review

Perritt Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2023, closing a stake of 425 shares — an estimated $32.5K sold.

Perritt Capital Management first reported a position in BSV in Q1 2015 and held it in 10 quarters. The position peaked at $3.61M in Q4 2016. 1,141 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

Perritt Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Perritt Capital Management sold 425 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $32.5K.
Perritt Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2015 and held it in 10 quarters.
Perritt Capital Management's Vanguard Short-Term Bond ETF position peaked at $3.61M in Q4 2016.
1,141 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on Perritt Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.