VisionPoint Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

VisionPoint Advisory Group’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	-13	Closed	-$997	–	312
2024 Q2	$997	Sell	13 -210	-94%	-$16K	﹤0.01%	721
2024 Q1	$17.1K	Buy	223 +20	+10%	+$1.53K	0.01%	398
2023 Q4	$15.6K	Sell	203 -45	-18%	-$3.41K	0.01%	376
2023 Q3	$18.6K	Sell	248 -1,175	-83%	-$88.6K	0.01%	383
2023 Q2	$108K	Buy	+1,423	New	+$108K	0.04%	166
2019 Q4	–	Sell	-21,527	Closed	-$1.75M	–	129
2019 Q3	$1.75M	Buy	+21,527	New	+$1.74M	0.48%	36
2019 Q1	–	Sell	-20,630	Closed	-$1.62M	–	136
2018 Q4	$1.62M	Buy	+20,630	New	+$1.61M	0.53%	36

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

VisionPoint Advisory Group's BSV Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2024, closing a stake of 13 shares — an estimated $997 sold.

VisionPoint Advisory Group first reported a position in BSV in Q4 2018 and held it in 7 quarters. The position peaked at $1.75M in Q3 2019. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

VisionPoint Advisory Group reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 13 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $997.
VisionPoint Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and held it in 7 quarters.
VisionPoint Advisory Group's Vanguard Short-Term Bond ETF position peaked at $1.75M in Q3 2019.
1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.