WealthCare Investment Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

WealthCare Investment Partners’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	-2,872	Closed	-$221K	–	132
2023 Q4	$221K	Sell	2,872 -150	-5%	-$11.4K	0.12%	118
2023 Q3	$226K	Buy	3,022 +13	+0.4%	+$980	0.14%	110
2023 Q2	$226K	Buy	3,009 +195	+7%	+$14.9K	0.14%	112
2023 Q1	$215K	Buy	2,814 +6	+0.2%	+$455	0.13%	119
2022 Q4	$211K	Sell	2,808 -3,088	-52%	-$232K	0.14%	109
2022 Q3	$441K	Buy	5,896 +490	+9%	+$37.4K	0.36%	66
2022 Q2	$415K	Buy	5,406 +7	+0.1%	+$539	0.36%	66
2022 Q1	$419K	Buy	5,399 +644	+14%	+$51.1K	0.37%	63
2021 Q4	$384K	Buy	+4,755	New	+$387K	0.37%	65

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

WealthCare Investment Partners's BSV Position: Q1 2024 in Review

WealthCare Investment Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 2,872 shares — an estimated $221K sold.

WealthCare Investment Partners first reported a position in BSV in Q4 2021 and held it in 9 quarters. The position peaked at $441K in Q3 2022. 1,158 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

WealthCare Investment Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
WealthCare Investment Partners sold 2,872 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $221K.
WealthCare Investment Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 9 quarters.
WealthCare Investment Partners's Vanguard Short-Term Bond ETF position peaked at $441K in Q3 2022.
1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on WealthCare Investment Partners's 13F filing for Q1 2024, filed 15 Apr 2024.