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Professional Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-59,866
Closed -$4.48M – 125
2022
Q3 		$4.48M Sell
59,866
-512
-0.8% -$39.1K 2.76% 5
2022
Q2 		$4.64M Sell
60,378
-3,043
-5% -$234K 2.59% 5
2022
Q1 		$4.94M Buy
+63,421
New +$5.03M 2.13% 12

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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 $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Professional Financial Advisors's BSV Position: Q4 2022 in Review

Professional Financial Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 59,866 shares — an estimated $4.48M sold.

Professional Financial Advisors first reported a position in BSV in Q1 2022 and held it in 3 quarters. The position peaked at $4.94M in Q1 2022. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

  • Professional Financial Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 59,866 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $4.48M.
  • Professional Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and held it in 3 quarters.
  • Professional Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $4.94M in Q1 2022.
  • 1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.