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

Tradition 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
2024 Q1	–	Sell	-605	Closed	-$47K	–	485
2023 Q4	$47K	Hold	605	–	–	﹤0.01%	639
2023 Q3	$45K	Hold	605	–	–	0.01%	631
2023 Q2	$46K	Hold	605	–	–	0.01%	645
2023 Q1	$46K	Hold	605	–	–	0.01%	628
2022 Q4	$46K	Hold	605	–	–	0.01%	545
2022 Q3	$45K	Hold	605	–	–	0.01%	530
2022 Q2	$46K	Hold	605	–	–	0.01%	473
2022 Q1	$47K	Hold	605	–	–	0.01%	529
2021 Q4	$49K	Hold	605	–	–	0.01%	523
2021 Q3	$50K	Hold	605	–	–	0.01%	506
2021 Q2	$50K	Buy	605 +299	+98%	+$24.6K	0.01%	521
2021 Q1	$25K	Hold	306	–	–	﹤0.01%	585
2020 Q4	$25K	Buy	+306	New	+$25.4K	﹤0.01%	541

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

Tradition Wealth Management's BSV Position: Q1 2024 in Review

Tradition Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 605 shares — an estimated $47K sold.

Tradition Wealth Management first reported a position in BSV in Q4 2020 and held it in 13 quarters. The position peaked at $50K in Q3 2021. 1,158 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

Tradition Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 605 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $47K.
Tradition Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Vanguard Short-Term Bond ETF position peaked at $50K in Q3 2021.
1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.