Sage Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sage Financial Group’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 Q4	–	Sell	-7,610	Closed	-$569K	–	95
2022 Q3	$569K	Sell	7,610 -6,322	-45%	-$483K	0.08%	52
2022 Q2	$1.07M	Buy	+13,932	New	+$1.07M	0.14%	42

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sage Financial Group's BSV Position: Q4 2022 in Review

Sage Financial Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 7,610 shares — an estimated $569K sold.

Sage Financial Group first reported a position in BSV in Q2 2022 and held it in 2 quarters. The position peaked at $1.07M in Q2 2022. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Sage Financial Group reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Sage Financial Group sold 7,610 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $569K.
Sage Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and held it in 2 quarters.
Sage Financial Group's Vanguard Short-Term Bond ETF position peaked at $1.07M in Q2 2022.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Sage Financial Group's 13F filing for Q4 2022, filed 31 Jan 2023.