Scott & Selber Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Scott & Selber Inc’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	-2,767	Closed	-$207K	–	97
2022 Q3	$207K	Buy	2,767 +2	+0.1%	+$153	0.1%	96
2022 Q2	$212K	Sell	2,765 -334	-11%	-$25.7K	0.1%	96
2022 Q1	$241K	Sell	3,099 -349	-10%	-$27.7K	0.09%	97
2021 Q4	$279K	Buy	3,448 +64	+2%	+$5.21K	0.1%	108
2021 Q3	$277K	Buy	3,384 +2	+0.1%	+$164	0.11%	94
2021 Q2	$278K	Sell	3,382 -426	-11%	-$35K	0.11%	107
2021 Q1	$313K	Sell	3,808 -113	-3%	-$9.33K	0.13%	112
2020 Q4	$325K	Sell	3,921 -1,427	-27%	-$118K	0.14%	95
2020 Q3	$444K	Buy	+5,348	New	+$444K	0.2%	75

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

Scott & Selber Inc's BSV Position: Q4 2022 in Review

Scott & Selber Inc sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 2,767 shares — an estimated $207K sold.

Scott & Selber Inc first reported a position in BSV in Q3 2020 and held it in 9 quarters. The position peaked at $444K in Q3 2020. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Scott & Selber Inc reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Scott & Selber Inc sold 2,767 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $207K.
Scott & Selber Inc first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and held it in 9 quarters.
Scott & Selber Inc's Vanguard Short-Term Bond ETF position peaked at $444K in Q3 2020.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Scott & Selber Inc's 13F filing for Q4 2022, filed 31 Jan 2023.