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

Tyler-Stone 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 Q3	–	Sell	-220	Closed	-$16.9K	–	398
2024 Q2	$16.9K	Buy	220 +10	+5%	+$763	0.01%	551
2024 Q1	$16.1K	Hold	210	–	–	0.01%	561
2023 Q4	$16.2K	Hold	210	–	–	0.01%	550
2023 Q3	$16K	Hold	210	–	–	0.01%	518
2023 Q2	$16K	Buy	+210	New	+$16K	0.01%	513
2022 Q4	$22K	Hold	294	–	–	0.02%	431
2022 Q3	$22K	Hold	294	–	–	0.02%	414
2022 Q2	$23K	Hold	294	–	–	0.02%	425
2022 Q1	$23K	Hold	294	–	–	0.01%	451
2021 Q4	$24K	Buy	+294	New	+$23.9K	0.01%	470

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Tyler-Stone Wealth Management's BSV Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2024, closing a stake of 220 shares — an estimated $16.9K sold.

Tyler-Stone Wealth Management first reported a position in BSV in Q4 2021 and held it in 10 quarters. The position peaked at $24K in Q4 2021. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 220 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $16.9K.
Tyler-Stone Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Vanguard Short-Term Bond ETF position peaked at $24K in Q4 2021.
1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.