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Soundmark Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Soundmark Wealth Management’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
-132,217
Closed -$10.1M – 9
2024
Q1 		$10.1M Buy
132,217
+39,413
+42% +$3.02M 4.5% 8
2023
Q4 		$7.15M Buy
92,804
+2,152
+2% +$163K 3.53% 10
2023
Q3 		$6.81M Buy
90,652
+10,507
+13% +$792K 3.79% 9
2023
Q2 		$6.06M Buy
80,145
+8,769
+12% +$668K 3.38% 11
2023
Q1 		$5.46M Sell
71,376
-566
-0.8% -$42.9K 3.27% 11
2022
Q4 		$5.42M Buy
71,942
+12,686
+21% +$952K 3.49% 9
2022
Q3 		$4.43M Buy
59,256
+16,863
+40% +$1.29M 3.11% 11
2022
Q2 		$3.25M Buy
42,393
+7,042
+20% +$543K 2.32% 15
2022
Q1 		$2.75M Buy
35,351
+12,188
+53% +$967K 1.93% 17
2021
Q4 		$1.87M Sell
23,163
-5,575
-19% -$453K 1.28% 22
2021
Q3 		$2.35M Buy
+28,738
New +$2.36M 0.85% 22
2021
Q2 		– Sell
-23,198
Closed -$1.91M – 69
2021
Q1 		$1.91M Buy
23,198
+4,779
+26% +$395K 1.05% 19
2020
Q4 		$1.53M Buy
+18,419
New +$1.53M 0.97% 20

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Soundmark Wealth Management's BSV Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 132,217 shares — an estimated $10.1M sold.

Soundmark Wealth Management first reported a position in BSV in Q4 2020 and held it in 13 quarters. The position peaked at $10.1M in Q1 2024. 1,132 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 132,217 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $10.1M.
  • Soundmark Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 13 quarters.
  • Soundmark Wealth Management's Vanguard Short-Term Bond ETF position peaked at $10.1M in Q1 2024.
  • 1,132 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.