Pillar Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Pillar Wealth Advisors’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 Q3	–	Sell	-13,015	Closed	-$984K	–	68
2023 Q2	$984K	Buy	+13,015	New	+$992K	0.82%	32

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Pillar Wealth Advisors's BSV Position: Q3 2023 in Review

Pillar Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 13,015 shares — an estimated $984K sold.

Pillar Wealth Advisors first reported a position in BSV in Q2 2023 and held it in 1 quarter. The position peaked at $984K in Q2 2023. 1,128 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

Pillar Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Pillar Wealth Advisors sold 13,015 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $984K.
Pillar Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and held it in 1 quarter.
Pillar Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $984K in Q2 2023.
1,128 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Pillar Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.