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

Ten Capital 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 Q1	–	Sell	-18	Closed	-$1.35K	–	581
2022 Q4	$1.35K	Buy	18 +3	+20%	+$225	﹤0.01%	460
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	510
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	414
2022 Q1	$1K	Buy	+15	New	+$1.19K	﹤0.01%	440
2021 Q3	–	Sell	-131,128	Closed	-$10.8M	–	435
2021 Q2	$10.8M	Buy	131,128 +17,037	+15%	+$1.4M	2.44%	12
2021 Q1	$9.38M	Buy	114,091 +27,056	+31%	+$2.23M	2.29%	11
2020 Q4	$7.21M	Buy	87,035 +59,377	+215%	+$4.92M	2.01%	14
2020 Q3	$2.3M	Buy	+27,658	New	+$2.3M	0.77%	39

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

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

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

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

UCFA

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

Ten Capital Wealth Advisors's BSV Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 18 shares — an estimated $1.35K sold.

Ten Capital Wealth Advisors first reported a position in BSV in Q3 2020 and held it in 8 quarters. The position peaked at $10.8M in Q2 2021. 1,135 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

Ten Capital Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 18 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $1.35K.
Ten Capital Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and held it in 8 quarters.
Ten Capital Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $10.8M in Q2 2021.
1,135 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.