Valley Forge Investment Consultants’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Valley Forge Investment Consultants’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	–	Sell	-2,776	Closed	-$216K	–	81
2022 Q1	$216K	Sell	2,776 -1,223	-31%	-$97.1K	0.09%	75
2021 Q4	$323K	Buy	+3,999	New	+$325K	0.14%	53
2021 Q3	–	Sell	-7,983	Closed	-$656K	–	77
2021 Q2	$656K	Sell	7,983 -14,379	-64%	-$1.18M	0.35%	36
2021 Q1	$1.84M	Sell	22,362 -994	-4%	-$82.1K	1.26%	18
2020 Q4	$1.94M	Buy	+23,356	New	+$1.94M	1.68%	15

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

Valley Forge Investment Consultants's BSV Position: Q2 2022 in Review

Valley Forge Investment Consultants sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 2,776 shares — an estimated $216K sold.

Valley Forge Investment Consultants first reported a position in BSV in Q4 2020 and held it in 5 quarters. The position peaked at $1.94M in Q4 2020. 1,158 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Valley Forge Investment Consultants reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Valley Forge Investment Consultants sold 2,776 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $216K.
Valley Forge Investment Consultants first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 5 quarters.
Valley Forge Investment Consultants's Vanguard Short-Term Bond ETF position peaked at $1.94M in Q4 2020.
1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2022, filed 3 Aug 2022.