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

Waterfront Wealth’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
Q4 		– Sell
-3,900
Closed -$303K – 258
2024
Q3 		$303K Buy
+3,900
New +$304K 0.07% 219
2024
Q1 		– Sell
-2,808
Closed -$216K – 246
2023
Q4 		$216K Sell
2,808
-69
-2% -$5.22K 0.06% 233
2023
Q3 		$216K Sell
2,877
-354
-11% -$26.7K 0.07% 228
2023
Q2 		$244K Sell
3,231
-535
-14% -$40.8K 0.07% 224
2023
Q1 		$288K Buy
3,766
+233
+7% +$17.7K 0.09% 202
2022
Q4 		$269K Sell
3,533
-1,019
-22% -$76.4K 0.09% 210
2022
Q3 		$341K Buy
4,552
+429
+10% +$32.8K 0.13% 179
2022
Q2 		$317K Buy
4,123
+280
+7% +$21.6K 0.13% 181
2022
Q1 		$297K Buy
3,843
+117
+3% +$9.29K 0.11% 189
2021
Q4 		$301K Buy
3,726
+133
+4% +$10.8K 0.12% 169
2021
Q3 		$294K Buy
3,593
+255
+8% +$21K 0.14% 139
2021
Q2 		$274K Buy
+3,338
New +$275K 0.13% 142

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waterfront Wealth's BSV Position: Q4 2024 in Review

Waterfront Wealth sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2024, closing a stake of 3,900 shares — an estimated $303K sold.

Waterfront Wealth first reported a position in BSV in Q2 2021 and held it in 12 quarters. The position peaked at $341K in Q3 2022. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

  • Waterfront Wealth reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Waterfront Wealth sold 3,900 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $303K.
  • Waterfront Wealth first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and held it in 12 quarters.
  • Waterfront Wealth's Vanguard Short-Term Bond ETF position peaked at $341K in Q3 2022.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Waterfront Wealth's 13F filing for Q4 2024, filed 3 Feb 2025.