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Wagner Wealth Management (South Carolina)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q1 		– Sell
-13,324
Closed -$1.03M – 251
2023
Q4 		$1.03M Buy
+13,324
New +$1.01M 0.34% 51
2018
Q3 		$177K Buy
+2,262
New +$177K 0.12% 130

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s BSV Position: Q1 2024 in Review

Wagner Wealth Management (South Carolina) sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 13,324 shares — an estimated $1.03M sold.

Wagner Wealth Management (South Carolina) first reported a position in BSV in Q3 2018 and held it in 2 quarters. The position peaked at $1.03M in Q4 2023. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

  • Wagner Wealth Management (South Carolina) reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 13,324 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $1.03M.
  • Wagner Wealth Management (South Carolina) first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and held it in 2 quarters.
  • Wagner Wealth Management (South Carolina)'s Vanguard Short-Term Bond ETF position peaked at $1.03M in Q4 2023.
  • 1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2024, filed 23 Apr 2024.