W.H. Cornerstone Investments’s Vanguard Short-Term Bond ETF BSV Stock Holding History

W.H. Cornerstone Investments’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 Q3	–	Sell	-4,157	Closed	-$314K	–	129
2023 Q2	$314K	Sell	4,157 -283	-6%	-$21.6K	0.28%	87
2023 Q1	$340K	Buy	+4,440	New	+$336K	0.31%	84
2022 Q4	–	Sell	-5,462	Closed	-$407K	–	129
2022 Q3	$407K	Buy	+5,462	New	+$417K	0.43%	70

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

UCFA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

W.H. Cornerstone Investments's BSV Position: Q3 2023 in Review

W.H. Cornerstone Investments sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 4,157 shares — an estimated $314K sold.

W.H. Cornerstone Investments first reported a position in BSV in Q3 2022 and held it in 3 quarters. The position peaked at $407K in Q3 2022. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

W.H. Cornerstone Investments reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
W.H. Cornerstone Investments sold 4,157 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $314K.
W.H. Cornerstone Investments first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and held it in 3 quarters.
W.H. Cornerstone Investments's Vanguard Short-Term Bond ETF position peaked at $407K in Q3 2022.
1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on W.H. Cornerstone Investments's 13F filing for Q3 2023, filed 24 Oct 2023.