Petix & Botte Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Petix & Botte Financial’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	-8,071	Closed	-$619K	–	124
2024 Q1	$619K	Buy	8,071 +1,825	+29%	+$140K	0.15%	87
2023 Q4	$481K	Sell	6,246 -1,674	-21%	-$127K	0.14%	70
2023 Q3	$595K	Sell	7,920 -286	-3%	-$21.6K	0.19%	63
2023 Q2	$620K	Buy	8,206 +4,109	+100%	+$313K	0.19%	61
2023 Q1	$313K	Buy	+4,097	New	+$310K	0.21%	58
2022 Q2	–	Sell	-3,454	Closed	-$269K	–	75
2022 Q1	$269K	Buy	+3,454	New	+$274K	0.08%	94
2021 Q4	–	Sell	-3,395	Closed	-$279K	–	86
2021 Q3	$279K	Buy	+3,395	New	+$279K	0.09%	88
2020 Q3	–	Sell	-5,817	Closed	-$242K	–	85
2020 Q2	$242K	Buy	5,817 +1,855	+47%	+$153K	0.2%	63
2020 Q1	$326K	Sell	3,962 -584	-13%	-$47.4K	0.32%	55
2019 Q4	$368K	Buy	+4,546	New	+$367K	0.29%	57

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

Petix & Botte Financial's BSV Position: Q2 2024 in Review

Petix & Botte Financial sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 8,071 shares — an estimated $619K sold.

Petix & Botte Financial first reported a position in BSV in Q4 2019 and held it in 10 quarters. The position peaked at $620K in Q2 2023. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

Petix & Botte Financial reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
Petix & Botte Financial sold 8,071 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $619K.
Petix & Botte Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 10 quarters.
Petix & Botte Financial's Vanguard Short-Term Bond ETF position peaked at $620K in Q2 2023.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.