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

V 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 Q2	–	Sell	-3,756	Closed	-$287K	–	387
2023 Q1	$287K	Sell	3,756 -167	-4%	-$12.7K	0.05%	300
2022 Q4	$295K	Buy	3,923 +1	+0%	+$75	0.06%	282
2022 Q3	$294K	Sell	3,922 -16	-0.4%	-$1.22K	0.06%	287
2022 Q2	$302K	Buy	3,938 +1,003	+34%	+$77.3K	0.06%	308
2022 Q1	$229K	Buy	+2,935	New	+$233K	0.04%	391
2021 Q3	–	Sell	-2,482	Closed	-$204K	–	545
2021 Q2	$204K	Buy	2,482 +21	+0.9%	+$1.73K	0.03%	449
2021 Q1	$202K	Sell	2,461 -5	-0.2%	-$413	0.04%	406
2020 Q4	$204K	Buy	+2,466	New	+$204K	0.04%	363
2020 Q3	–	Sell	-3,147	Closed	-$262K	–	189
2020 Q2	$262K	Buy	+3,147	New	+$260K	0.07%	290
2017 Q4	–	Sell	-6,443	Closed	-$513K	–	207
2017 Q3	$513K	Sell	6,443 -278	-4%	-$22.2K	0.26%	93
2017 Q2	$536K	Sell	6,721 -137	-2%	-$10.9K	0.25%	85
2017 Q1	$546K	Buy	+6,858	New	+$546K	0.34%	81

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

UCFA

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

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

V Wealth Advisors's BSV Position: Q2 2023 in Review

V Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2023, closing a stake of 3,756 shares — an estimated $287K sold.

V Wealth Advisors first reported a position in BSV in Q1 2017 and held it in 12 quarters. The position peaked at $546K in Q1 2017. 1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

V Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
V Wealth Advisors sold 3,756 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $287K.
V Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2017 and held it in 12 quarters.
V Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $546K in Q1 2017.
1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on V Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.