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Planning Center Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Planning Center Inc’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
Q3 		– Sell
-3,865
Closed -$297K – 47
2022
Q2 		$297K Buy
+3,865
New +$298K 0.23% 35

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BCMIO
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Wells Fargo
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
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

Planning Center Inc's BSV Position: Q3 2022 in Review

Planning Center Inc sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 3,865 shares — an estimated $297K sold.

Planning Center Inc first reported a position in BSV in Q2 2022 and held it in 1 quarter. The position peaked at $297K in Q2 2022. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

  • Planning Center Inc reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Planning Center Inc sold 3,865 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $297K.
  • Planning Center Inc first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and held it in 1 quarter.
  • Planning Center Inc's Vanguard Short-Term Bond ETF position peaked at $297K in Q2 2022.
  • 1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Planning Center Inc's 13F filing for Q3 2022, filed 19 Oct 2022.