Winch Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Winch Advisory Services’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 Q4	–	Sell	-27	Closed	-$2K	–	409
2022 Q3	$2K	Hold	27	–	–	﹤0.01%	319
2022 Q2	$2K	Hold	27	–	–	﹤0.01%	340
2022 Q1	$2K	Hold	27	–	–	﹤0.01%	370
2021 Q4	$2K	Hold	27	–	–	﹤0.01%	390
2021 Q3	$2K	Hold	27	–	–	﹤0.01%	400
2021 Q2	$2K	Hold	27	–	–	﹤0.01%	411
2021 Q1	$2K	Hold	27	–	–	﹤0.01%	377
2020 Q4	$2K	Hold	27	–	–	﹤0.01%	360
2020 Q3	$2K	Hold	27	–	–	﹤0.01%	322
2020 Q2	$2K	Buy	27 +1	+4%	+$83	﹤0.01%	319
2020 Q1	$2K	Hold	26	–	–	﹤0.01%	273
2019 Q4	$2K	Hold	26	–	–	﹤0.01%	314
2019 Q3	$2K	Hold	26	–	–	﹤0.01%	288
2019 Q2	$2K	Hold	26	–	–	﹤0.01%	344
2019 Q1	$2K	Hold	26	–	–	﹤0.01%	313
2018 Q4	$2K	Hold	26	–	–	﹤0.01%	286
2018 Q3	$2K	Buy	26 +1	+4%	+$78	﹤0.01%	273
2018 Q2	$2K	Hold	25	–	–	﹤0.01%	277
2018 Q1	$2K	Sell	25 -45,657	-100%	-$3.59M	﹤0.01%	262
2017 Q4	$3.61M	Sell	45,682 -4,576	-9%	-$364K	2.17%	20
2017 Q3	$4.01M	Buy	50,258 +50,096	+30,923%	+$4.01M	2.61%	17
2017 Q2	$13K	Sell	162 -134	-45%	-$10.7K	0.01%	173
2017 Q1	$24K	Sell	296 -10,160	-97%	-$809K	0.02%	136
2016 Q4	$831K	Buy	+10,456	New	+$836K	0.57%	41
2015 Q2	–	Sell	-164	Closed	-$13K	–	290
2015 Q1	$13K	Buy	+164	New	+$13.2K	0.01%	128

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Winch Advisory Services's BSV Position: Q4 2022 in Review

Winch Advisory Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 27 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in BSV in Q1 2015 and held it in 25 quarters. The position peaked at $4.01M in Q3 2017. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Winch Advisory Services reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Winch Advisory Services sold 27 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $2K.
Winch Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q1 2015 and held it in 25 quarters.
Winch Advisory Services's Vanguard Short-Term Bond ETF position peaked at $4.01M in Q3 2017.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Winch Advisory Services's 13F filing for Q4 2022, filed 26 Jan 2023.