Ridgecrest Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ridgecrest Wealth Partners’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 Q1	–	Sell	-3,895	Closed	-$293K	–	98
2022 Q4	$293K	Sell	3,895 -5,990	-61%	-$449K	0.22%	72
2022 Q3	$740K	Sell	9,885 -7,000	-41%	-$535K	0.6%	38
2022 Q2	$1.3M	Sell	16,885 -16,843	-50%	-$1.3M	0.94%	28
2022 Q1	$2.63M	Sell	33,728 -156,667	-82%	-$12.4M	1.67%	16
2021 Q4	$15.4M	Buy	190,395 +3,706	+2%	+$301K	7.49%	2
2021 Q3	$15.3M	Buy	186,689 +51,874	+38%	+$4.26M	8.33%	2
2021 Q2	$11.1M	Buy	134,815 +119,720	+793%	+$9.85M	6.92%	2
2021 Q1	$1.24M	Buy	+15,095	New	+$1.25M	1.18%	27

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

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

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

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

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

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

UCFA

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

Ridgecrest Wealth Partners's BSV Position: Q1 2023 in Review

Ridgecrest Wealth Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 3,895 shares — an estimated $293K sold.

Ridgecrest Wealth Partners first reported a position in BSV in Q1 2021 and held it in 8 quarters. The position peaked at $15.4M in Q4 2021. 1,135 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

Ridgecrest Wealth Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Ridgecrest Wealth Partners sold 3,895 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $293K.
Ridgecrest Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and held it in 8 quarters.
Ridgecrest Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $15.4M in Q4 2021.
1,135 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2023, filed 24 Apr 2023.