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Sadoff Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sadoff Investment Management’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
Q3 		$3.62M Sell
48,346
-350
-0.7% -$26.7K 0.28% 43
2022
Q2 		$3.74M Hold
48,696
– – 0.28% 43
2022
Q1 		$3.79M Sell
48,696
-636
-1% -$50.5K 0.24% 43
2021
Q4 		$3.99M Sell
49,332
-2,877
-6% -$234K 0.23% 41
2021
Q3 		$4.28M Sell
52,209
-1,550
-3% -$127K 0.29% 39
2021
Q2 		$4.42M Sell
53,759
-4,200
-7% -$346K 0.29% 39
2021
Q1 		$4.76M Hold
57,959
– – 0.33% 40
2020
Q4 		$4.8M Sell
57,959
-265
-0.5% -$22K 0.38% 38
2020
Q3 		$4.84M Sell
58,224
-150
-0.3% -$12.5K 0.43% 38
2020
Q2 		$4.85M Sell
58,374
-800
-1% -$66.2K 0.44% 37
2020
Q1 		$4.86M Sell
59,174
-2,240
-4% -$182K 0.55% 34
2019
Q4 		$4.95M Buy
61,414
+3,280
+6% +$265K 0.39% 38
2019
Q3 		$4.7M Sell
58,134
-350
-0.6% -$28.2K 0.39% 38
2019
Q2 		$4.71M Sell
58,484
-100
-0.2% -$7.97K 0.39% 36
2019
Q1 		$4.66M Sell
58,584
-1,350
-2% -$107K 0.4% 36
2018
Q4 		$4.71M Sell
59,934
-450
-0.7% -$35.1K 0.46% 36
2018
Q3 		$4.71M Sell
60,384
-600
-1% -$46.9K 0.41% 37
2018
Q2 		$4.77M Sell
60,984
-250
-0.4% -$19.5K 0.41% 39
2018
Q1 		$4.8M Buy
61,234
+479
+0.8% +$37.6K 0.4% 39
2017
Q4 		$4.81M Sell
60,755
-2,450
-4% -$195K 0.39% 40
2017
Q3 		$5.04M Buy
+63,205
New +$5.05M 0.45% 39

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Sadoff Investment Management's BSV Position: Q3 2022 in Review

Sadoff Investment Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.72% in Q3 2022, selling an estimated $26.7K and leaving 48,346 shares worth $3.62M. The position accounts for 0.28% of the portfolio, ranked #43.

Sadoff Investment Management first reported a position in BSV in Q3 2017 and has held it in 21 quarters since. The position peaked at $5.04M in Q3 2017. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

  • Sadoff Investment Management held 48,346 shares of Vanguard Short-Term Bond ETF worth $3.62M as of Q3 2022.
  • Sadoff Investment Management sold 350 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $26.7K.
  • Vanguard Short-Term Bond ETF made up 0.28% of Sadoff Investment Management's portfolio in Q3 2022, its #43 holding.
  • Sadoff Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2017 and has held it in 21 quarters since.
  • Sadoff Investment Management's Vanguard Short-Term Bond ETF position peaked at $5.04M in Q3 2017.
  • 1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.