Souders Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Souders Financial Advisors’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
2024 Q2	–	Sell	-2,847	Closed	-$218K	–	168
2024 Q1	$218K	Sell	2,847 -131,074	-98%	-$10.1M	0.03%	153
2023 Q4	$10.3M	Buy	133,921 +6,812	+5%	+$516K	1.77%	15
2023 Q3	$9.55M	Buy	127,109 +7,782	+7%	+$587K	1.83%	13
2023 Q2	$9.02M	Buy	119,327 +3,914	+3%	+$298K	1.72%	15
2023 Q1	$8.83M	Buy	115,413 +7,388	+7%	+$560K	1.87%	14
2022 Q4	$8.13M	Buy	108,025 +8,801	+9%	+$660K	1.86%	11
2022 Q3	$7.42M	Buy	+99,224	New	+$7.58M	2.02%	9

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Souders Financial Advisors's BSV Position: Q2 2024 in Review

Souders Financial Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 2,847 shares — an estimated $218K sold.

Souders Financial Advisors first reported a position in BSV in Q3 2022 and held it in 7 quarters. The position peaked at $10.3M in Q4 2023. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

Souders Financial Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
Souders Financial Advisors sold 2,847 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $218K.
Souders Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and held it in 7 quarters.
Souders Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $10.3M in Q4 2023.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Souders Financial Advisors's 13F filing for Q2 2024, filed 28 Aug 2024.