WQ
BSV icon

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

Wealth Quarterback’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
2021
Q3 		$14K Buy
165
+1
+0.6% +$82 0.01% 404
2021
Q2 		$14K Buy
+164
New +$13.5K 0.01% 401
2020
Q2 		– Sell
-642
Closed -$38.2K – 190
2020
Q1 		$38.2K Sell
642
-149
-19% -$12.1K 0.04% 264
2019
Q4 		$63.7K Buy
+791
New +$63.8K 0.06% 212

Other funds holding BSV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Wealth Quarterback's BSV Position: Q3 2021 in Review

Wealth Quarterback increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.61% in Q3 2021, buying an estimated $82 and bringing the position to 165 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #404.

Wealth Quarterback first reported a position in BSV in Q4 2019 and has held it in 4 quarters since. The position peaked at $63.7K in Q4 2019. 1,026 funds tracked by Wall St. Rank hold BSV as of Q3 2021.

  • Wealth Quarterback held 165 shares of Vanguard Short-Term Bond ETF worth $14K as of Q3 2021.
  • Wealth Quarterback bought 1 Vanguard Short-Term Bond ETF share in Q3 2021, an estimated $82.
  • Vanguard Short-Term Bond ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #404 holding.
  • Wealth Quarterback first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Vanguard Short-Term Bond ETF position peaked at $63.7K in Q4 2019.
  • 1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.