Sutton Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sutton Wealth 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
2023 Q3	$3.76K	Hold	50	–	–	﹤0.01%	627
2023 Q2	$3.78K	Hold	50	–	–	﹤0.01%	609
2023 Q1	$3.83K	Buy	+50	New	+$3.79K	﹤0.01%	557
2019 Q1	–	Sell	-814	Closed	-$64K	–	1178
2018 Q4	$64K	Buy	+814	New	+$63.5K	0.04%	240

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

Sutton Wealth Advisors's BSV Position: Q3 2023 in Review

Sutton Wealth Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2023 at 50 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Sutton Wealth Advisors first reported a position in BSV in Q4 2018 and has held it in 4 quarters since. The position peaked at $64K in Q4 2018. 1,128 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

Sutton Wealth Advisors held 50 shares of Vanguard Short-Term Bond ETF worth $3.76K as of Q3 2023.
Sutton Wealth Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2023.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #627 holding.
Sutton Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 4 quarters since.
Sutton Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $64K in Q4 2018.
1,128 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.