Wellspring Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wellspring Financial Advisors’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
2023 Q2	–	Sell	-12,671	Closed	-$969K	–	120
2023 Q1	$969K	Buy	12,671 +3	+0%	+$227	0.29%	49
2022 Q4	$954K	Buy	12,668 +8,217	+185%	+$616K	0.32%	45
2022 Q3	$333K	Sell	4,451 -4,066	-48%	-$311K	0.12%	60
2022 Q2	$654K	Sell	8,517 -6,618	-44%	-$510K	0.23%	46
2022 Q1	$1.18M	Sell	15,135 -7,055	-32%	-$560K	0.35%	37
2021 Q4	$1.79M	Sell	22,190 -2,775	-11%	-$226K	0.5%	34
2021 Q3	$2.05M	Sell	24,965 -19,887	-44%	-$1.63M	0.62%	32
2021 Q2	$3.69M	Buy	+44,852	New	+$3.69M	1.16%	23
2021 Q1	–	Sell	-4,277	Closed	-$354K	–	94
2020 Q4	$354K	Buy	+4,277	New	+$354K	0.12%	61

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellspring Financial Advisors's BSV Position: Q2 2023 in Review

Wellspring Financial Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2023, closing a stake of 12,671 shares — an estimated $969K sold.

Wellspring Financial Advisors first reported a position in BSV in Q4 2020 and held it in 9 quarters. The position peaked at $3.69M in Q2 2021. 1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

Wellspring Financial Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Wellspring Financial Advisors sold 12,671 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $969K.
Wellspring Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 9 quarters.
Wellspring Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $3.69M in Q2 2021.
1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on Wellspring Financial Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.