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Woodard & Company Asset Management Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Woodard & Company Asset Management Group’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
Q4 		– Sell
-650
Closed -$48.9K – 103
2023
Q3 		$48.9K Buy
+650
New +$49K 0.02% 81

Other funds holding BSV

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Woodard & Company Asset Management Group's BSV Position: Q4 2023 in Review

Woodard & Company Asset Management Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2023, closing a stake of 650 shares — an estimated $48.9K sold.

Woodard & Company Asset Management Group first reported a position in BSV in Q3 2023 and held it in 1 quarter. The position peaked at $48.9K in Q3 2023. 1,206 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

  • Woodard & Company Asset Management Group reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 650 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $48.9K.
  • Woodard & Company Asset Management Group first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's Vanguard Short-Term Bond ETF position peaked at $48.9K in Q3 2023.
  • 1,206 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2023, filed 25 Jan 2024.