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

Presidio 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
2022
Q4 		– Sell
-12,120
Closed -$907K – 38
2022
Q3 		$907K Buy
12,120
+248
+2% +$18.9K 0.97% 12
2022
Q2 		$912K Buy
11,872
+268
+2% +$20.6K 0.98% 11
2022
Q1 		$904K Buy
11,604
+8,604
+287% +$683K 0.78% 14
2021
Q4 		$243K Buy
+3,000
New +$244K 0.21% 24

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Presidio Capital Management's BSV Position: Q4 2022 in Review

Presidio Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 12,120 shares — an estimated $907K sold.

Presidio Capital Management first reported a position in BSV in Q4 2021 and held it in 4 quarters. The position peaked at $912K in Q2 2022. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

  • Presidio Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Presidio Capital Management sold 12,120 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $907K.
  • Presidio Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 4 quarters.
  • Presidio Capital Management's Vanguard Short-Term Bond ETF position peaked at $912K in Q2 2022.
  • 1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Presidio Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.