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

Titus 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
2022 Q2	$380K	Sell	4,945 -699	-12%	-$53.9K	0.19%	88
2022 Q1	$440K	Buy	5,644 +894	+19%	+$71K	0.2%	84
2021 Q4	$384K	Buy	4,750 +281	+6%	+$22.9K	0.17%	94
2021 Q3	$366K	Buy	4,469 +1	+0%	+$82	0.19%	89
2021 Q2	$367K	Hold	4,468	–	–	0.2%	87
2021 Q1	$367K	Buy	4,468 +125	+3%	+$10.3K	0.21%	80
2020 Q4	$360K	Buy	4,343 +155	+4%	+$12.8K	0.22%	81
2020 Q3	$348K	Hold	4,188	–	–	0.25%	75
2020 Q2	$348K	Hold	4,188	–	–	0.27%	69
2020 Q1	$344K	Hold	4,188	–	–	0.32%	61
2019 Q4	$338K	Hold	4,188	–	–	0.34%	68
2019 Q3	$338K	Buy	+4,188	New	+$338K	0.31%	62
2019 Q2	–	Sell	-4,188	Closed	-$333	–	96
2019 Q1	$333	Hold	4,188	–	–	0.29%	65
2018 Q4	$329	Sell	4,188 -575	-12%	-$44.8K	0.28%	61
2018 Q3	$372K	Sell	4,763 -201	-4%	-$15.7K	0.32%	58
2018 Q2	$388K	Buy	+4,964	New	+$388K	0.41%	46

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

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

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

PCA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Titus Wealth Management's BSV Position: Q2 2022 in Review

Titus Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 12% in Q2 2022, selling an estimated $53.9K and leaving 4,945 shares worth $380K. The position accounts for 0.19% of the portfolio, ranked #88.

Titus Wealth Management first reported a position in BSV in Q2 2018 and has held it in 16 quarters since. The position peaked at $440K in Q1 2022. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Titus Wealth Management held 4,945 shares of Vanguard Short-Term Bond ETF worth $380K as of Q2 2022.
Titus Wealth Management sold 699 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $53.9K.
Vanguard Short-Term Bond ETF made up 0.19% of Titus Wealth Management's portfolio in Q2 2022, its #88 holding.
Titus Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and has held it in 16 quarters since.
Titus Wealth Management's Vanguard Short-Term Bond ETF position peaked at $440K in Q1 2022.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.