Sharper & Granite’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sharper & Granite’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 Q3	–	Sell	-3,117	Closed	-$236K	–	98
2023 Q2	$236K	Sell	3,117 -252	-7%	-$19.2K	0.14%	91
2023 Q1	$258K	Sell	3,369 -192	-5%	-$14.5K	0.15%	90
2022 Q4	$268K	Buy	+3,561	New	+$267K	0.18%	88

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Sharper & Granite's BSV Position: Q3 2023 in Review

Sharper & Granite sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 3,117 shares — an estimated $236K sold.

Sharper & Granite first reported a position in BSV in Q4 2022 and held it in 3 quarters. The position peaked at $268K in Q4 2022. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

Sharper & Granite reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Sharper & Granite sold 3,117 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $236K.
Sharper & Granite first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 3 quarters.
Sharper & Granite's Vanguard Short-Term Bond ETF position peaked at $268K in Q4 2022.
1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Sharper & Granite's 13F filing for Q3 2023, filed 14 Nov 2023.