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

Ropes 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
2022 Q2	–	Sell	-4,357	Closed	-$339K	–	272
2022 Q1	$339K	Buy	4,357 +1,282	+42%	+$102K	0.06%	228
2021 Q4	$249K	Sell	3,075 -974	-24%	-$79.2K	0.04%	242
2021 Q3	$332K	Sell	4,049 -2,579	-39%	-$212K	0.05%	212
2021 Q2	$545K	Buy	6,628 +54	+0.8%	+$4.44K	0.09%	167
2021 Q1	$541K	Sell	6,574 -130	-2%	-$10.7K	0.09%	162
2020 Q4	$556K	Hold	6,704	–	–	0.09%	144
2020 Q3	$557K	Buy	6,704 +407	+6%	+$33.8K	0.11%	135
2020 Q2	$523K	Buy	6,297 +5,897	+1,474%	+$488K	0.11%	130
2020 Q1	$33K	Buy	400 +130	+48%	+$10.6K	0.01%	316
2019 Q4	$22K	Hold	270	–	–	﹤0.01%	406
2019 Q3	$22K	Sell	270 -67	-20%	-$5.4K	﹤0.01%	422
2019 Q2	$27K	Buy	+337	New	+$26.9K	0.01%	399

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TAIM

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

Ropes Wealth Advisors's BSV Position: Q2 2022 in Review

Ropes Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 4,357 shares — an estimated $339K sold.

Ropes Wealth Advisors first reported a position in BSV in Q2 2019 and held it in 12 quarters. The position peaked at $557K in Q3 2020. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Ropes Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Ropes Wealth Advisors sold 4,357 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $339K.
Ropes Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and held it in 12 quarters.
Ropes Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $557K in Q3 2020.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Ropes Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.