Regent Peak Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Regent Peak Wealth 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
2023 Q3	–	Sell	-2,838	Closed	-$214K	–	158
2023 Q2	$214K	Hold	2,838	–	–	0.06%	141
2023 Q1	$217K	Hold	2,838	–	–	0.07%	142
2022 Q4	$214K	Sell	2,838 -1,398	-33%	-$105K	0.07%	149
2022 Q3	$316K	Buy	4,236 +998	+31%	+$76.3K	0.11%	110
2022 Q2	$248K	Sell	3,238 -1,759	-35%	-$136K	0.08%	130
2022 Q1	$389K	Sell	4,997 -370	-7%	-$29.4K	0.11%	104
2021 Q4	$434K	Sell	5,367 -715	-12%	-$58.2K	0.12%	101
2021 Q3	$498K	Hold	6,082	–	–	0.14%	92
2021 Q2	$501K	Hold	6,082	–	–	0.14%	88
2021 Q1	$499K	Hold	6,082	–	–	0.16%	85
2020 Q4	$504K	Sell	6,082 -1,103	-15%	-$91.4K	0.17%	82
2020 Q3	$597K	Sell	7,185 -300	-4%	-$24.9K	0.25%	63
2020 Q2	$622K	Sell	7,485 -1,603	-18%	-$133K	0.28%	61
2020 Q1	$746K	Sell	9,088 -861	-9%	-$69.9K	0.42%	50
2019 Q4	$801K	Buy	+9,949	New	+$803K	0.37%	53

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Regent Peak Wealth Advisors's BSV Position: Q3 2023 in Review

Regent Peak Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 2,838 shares — an estimated $214K sold.

Regent Peak Wealth Advisors first reported a position in BSV in Q4 2019 and held it in 15 quarters. The position peaked at $801K in Q4 2019. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

Regent Peak Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Regent Peak Wealth Advisors sold 2,838 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $214K.
Regent Peak Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 15 quarters.
Regent Peak Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $801K in Q4 2019.
1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Regent Peak Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.