Summit Wealth & Retirement Planning’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Summit Wealth & Retirement Planning’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 Q1	–	Sell	-18,759	Closed	-$1.44M	–	66
2023 Q4	$1.44M	Buy	18,759 +7,734	+70%	+$585K	0.61%	21
2023 Q3	$829K	Sell	11,025 -53	-0.5%	-$4K	0.33%	29
2023 Q2	$837K	Sell	11,078 -1,110	-9%	-$84.6K	0.33%	28
2023 Q1	$932K	Sell	12,188 -622	-5%	-$47.1K	0.35%	32
2022 Q4	$964K	Sell	12,810 -35,940	-74%	-$2.7M	0.39%	33
2022 Q3	$3.65M	Buy	48,750 +41,122	+539%	+$3.14M	1.45%	16
2022 Q2	$586K	Buy	+7,628	New	+$588K	0.22%	57

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Summit Wealth & Retirement Planning's BSV Position: Q1 2024 in Review

Summit Wealth & Retirement Planning sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 18,759 shares — an estimated $1.44M sold.

Summit Wealth & Retirement Planning first reported a position in BSV in Q2 2022 and held it in 7 quarters. The position peaked at $3.65M in Q3 2022. 1,158 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

Summit Wealth & Retirement Planning reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 18,759 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $1.44M.
Summit Wealth & Retirement Planning first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and held it in 7 quarters.
Summit Wealth & Retirement Planning's Vanguard Short-Term Bond ETF position peaked at $3.65M in Q3 2022.
1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2024, filed 9 May 2024.