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

WealthSource 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
2022 Q2	–	Sell	-3,441	Closed	-$268K	–	524
2022 Q1	$268K	Sell	3,441 -17,105	-83%	-$1.36M	0.02%	479
2021 Q4	$1.66M	Sell	20,546 -9,679	-32%	-$787K	0.13%	125
2021 Q3	$2.48M	Buy	30,225 +2,997	+11%	+$246K	0.22%	76
2021 Q2	$2.24M	Sell	27,228 -3,722	-12%	-$306K	0.2%	76
2021 Q1	$2.54M	Sell	30,950 -6,864	-18%	-$567K	0.25%	62
2020 Q4	$3.13M	Buy	37,814 +8,098	+27%	+$671K	0.37%	34
2020 Q3	$2.47M	Buy	29,716 +8,762	+42%	+$728K	0.33%	42
2020 Q2	$1.74M	Buy	20,954 +11,227	+115%	+$929K	0.25%	50
2020 Q1	$799K	Sell	9,727 -3,050	-24%	-$248K	0.13%	121
2019 Q4	$1.03M	Sell	12,777 -1,921	-13%	-$155K	0.14%	137
2019 Q3	$1.19M	Sell	14,698 -7,700	-34%	-$621K	0.18%	126
2019 Q2	$1.8M	Buy	22,398 +12,566	+128%	+$1M	0.28%	98
2019 Q1	$783K	Buy	+9,832	New	+$776K	0.18%	119
2018 Q3	–	Sell	-3,293	Closed	-$258K	–	318
2018 Q2	$258K	Sell	3,293 -2,023	-38%	-$158K	0.07%	231
2018 Q1	$417K	Sell	5,316 -4,656	-47%	-$366K	0.13%	162
2017 Q4	$789K	Sell	9,972 -580	-5%	-$46.1K	0.24%	94
2017 Q3	$842K	Sell	10,552 -246	-2%	-$19.7K	0.28%	87
2017 Q2	$862K	Sell	10,798 -45	-0.4%	-$3.59K	0.29%	84
2017 Q1	$864K	Buy	10,843 +2,133	+24%	+$170K	0.32%	74
2016 Q4	$692K	Sell	8,710 -694	-7%	-$55.5K	0.29%	76
2016 Q3	$760K	Buy	+9,404	New	+$760K	0.28%	80

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

WealthSource Partners's BSV Position: Q2 2022 in Review

WealthSource Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 3,441 shares — an estimated $268K sold.

WealthSource Partners first reported a position in BSV in Q3 2016 and held it in 21 quarters. The position peaked at $3.13M in Q4 2020. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

WealthSource Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
WealthSource Partners sold 3,441 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $268K.
WealthSource Partners first reported a position in Vanguard Short-Term Bond ETF in Q3 2016 and held it in 21 quarters.
WealthSource Partners's Vanguard Short-Term Bond ETF position peaked at $3.13M in Q4 2020.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.