Sanford Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$9.3M Buy
123,557
+119,026
+2,627% +$8.93M 2.22% 11
2022
Q3
$339K Buy
+4,531
New +$346K 0.1% 81

Other funds holding BSV

Sanford Advisory Services's BSV Position: Q4 2022 in Review

Sanford Advisory Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 2,627% in Q4 2022, buying an estimated $8.93M and bringing the position to 123,557 shares worth $9.3M. The position accounts for 2.22% of the portfolio, ranked #11.

Sanford Advisory Services first reported a position in BSV in Q3 2022 and has held it in 2 quarters since. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

  • Sanford Advisory Services held 123,557 shares of Vanguard Short-Term Bond ETF worth $9.3M as of Q4 2022.
  • Sanford Advisory Services bought 119,026 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $8.93M.
  • Vanguard Short-Term Bond ETF made up 2.22% of Sanford Advisory Services's portfolio in Q4 2022, its #11 holding.
  • Sanford Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and has held it in 2 quarters since.
  • 1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.