Private Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Private Advisory Group’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 Q2	–	Sell	-13,587	Closed	-$1.06M	–	165
2022 Q1	$1.06M	Buy	+13,587	New	+$1.08M	0.21%	84
2021 Q2	–	Sell	-78,879	Closed	-$6.48M	–	130
2021 Q1	$6.48M	Buy	78,879 +26,235	+50%	+$2.17M	1.86%	18
2020 Q4	$4.36M	Buy	+52,644	New	+$4.36M	1.44%	21

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Private Advisory Group's BSV Position: Q2 2022 in Review

Private Advisory Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 13,587 shares — an estimated $1.06M sold.

Private Advisory Group first reported a position in BSV in Q4 2020 and held it in 3 quarters. The position peaked at $6.48M in Q1 2021. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Private Advisory Group reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Private Advisory Group sold 13,587 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $1.06M.
Private Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 3 quarters.
Private Advisory Group's Vanguard Short-Term Bond ETF position peaked at $6.48M in Q1 2021.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Private Advisory Group's 13F filing for Q2 2022, filed 12 Aug 2022.