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

USAdvisors 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 Q4	–	Sell	-42,992	Closed	-$3.22M	–	112
2022 Q3	$3.22M	Buy	42,992 +1,748	+4%	+$134K	1.65%	22
2022 Q2	$3.17M	Buy	+41,244	New	+$3.18M	1.59%	23
2020 Q1	–	Sell	-9,514	Closed	-$767K	–	72
2019 Q4	$767K	Buy	9,514 +210	+2%	+$16.9K	0.4%	38
2019 Q3	$752K	Buy	9,304 +4,450	+92%	+$359K	0.39%	30
2019 Q2	$391	Sell	4,854 -177	-4%	-$14.1K	0.17%	37
2019 Q1	$400K	Buy	5,031 +400	+9%	+$31.6K	0.28%	32
2018 Q4	$364K	Buy	+4,631	New	+$361K	0.3%	30

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

USAdvisors Wealth Management's BSV Position: Q4 2022 in Review

USAdvisors Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 42,992 shares — an estimated $3.22M sold.

USAdvisors Wealth Management first reported a position in BSV in Q4 2018 and held it in 7 quarters. The position peaked at $3.22M in Q3 2022. 1,168 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

USAdvisors Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
USAdvisors Wealth Management sold 42,992 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $3.22M.
USAdvisors Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and held it in 7 quarters.
USAdvisors Wealth Management's Vanguard Short-Term Bond ETF position peaked at $3.22M in Q3 2022.
1,168 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on USAdvisors Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.