PWMG
BSV icon

Provence Wealth Management Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Provence Wealth Management 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
2023
Q4 		$48.8K Hold
634
– – 0.03% 221
2023
Q3 		$47.7K Buy
+634
New +$47.8K 0.03% 210

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Provence Wealth Management Group's BSV Position: Q4 2023 in Review

Provence Wealth Management Group held its Vanguard Short-Term Bond ETF (BSV) position steady in Q4 2023 at 634 shares worth $48.8K. The position accounts for 0.03% of the portfolio, ranked #221.

Provence Wealth Management Group first reported a position in BSV in Q3 2023 and has held it in 2 quarters since. 1,207 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

  • Provence Wealth Management Group held 634 shares of Vanguard Short-Term Bond ETF worth $48.8K as of Q4 2023.
  • Provence Wealth Management Group left its Vanguard Short-Term Bond ETF share count unchanged in Q4 2023.
  • Vanguard Short-Term Bond ETF made up 0.03% of Provence Wealth Management Group's portfolio in Q4 2023, its #221 holding.
  • Provence Wealth Management Group first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.