TAGStone Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

TAGStone Capital’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
2022 Q4	–	Sell	-12,061	Closed	-$902K	–	73
2022 Q3	$902K	Buy	12,061 +4,614	+62%	+$353K	0.84%	33
2022 Q2	$572K	Buy	7,447 +4,775	+179%	+$368K	0.55%	46
2022 Q1	$208K	Buy	2,672 +4	+0.1%	+$318	0.18%	69
2021 Q4	$216K	Buy	+2,668	New	+$217K	0.18%	69

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

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

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

UCFA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TAGStone Capital's BSV Position: Q4 2022 in Review

TAGStone Capital sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 12,061 shares — an estimated $902K sold.

TAGStone Capital first reported a position in BSV in Q4 2021 and held it in 4 quarters. The position peaked at $902K in Q3 2022. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

TAGStone Capital reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
TAGStone Capital sold 12,061 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $902K.
TAGStone Capital first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 4 quarters.
TAGStone Capital's Vanguard Short-Term Bond ETF position peaked at $902K in Q3 2022.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on TAGStone Capital's 13F filing for Q4 2022, filed 13 Feb 2023.