RW
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RVW Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

RVW Wealth’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 		– Sell
-2,589
Closed -$195K – 179
2023
Q3 		$195K Buy
+2,589
New +$195K 0.02% 141
2022
Q3 		– Sell
-2,612
Closed -$201K – 127
2022
Q2 		$201K Buy
2,612
+23
+0.9% +$1.77K 0.03% 124
2022
Q1 		$202K Buy
2,589
+23
+0.9% +$1.83K 0.02% 131
2021
Q4 		$207K Buy
+2,566
New +$209K 0.02% 128

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 $374B AUM 17.66% 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

RVW Wealth's BSV Position: Q4 2023 in Review

RVW Wealth sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2023, closing a stake of 2,589 shares — an estimated $195K sold.

RVW Wealth first reported a position in BSV in Q4 2021 and held it in 4 quarters. The position peaked at $207K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

  • RVW Wealth reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 2,589 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $195K.
  • RVW Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 4 quarters.
  • RVW Wealth's Vanguard Short-Term Bond ETF position peaked at $207K in Q4 2021.
  • 1,205 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.