ZIG
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Zullo Investment Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Zullo Investment 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
Q1 		– Sell
-240
Closed -$18.1K – 199
2022
Q4 		$18.1K Hold
240
– – 0.01% 414
2022
Q3 		$18K Hold
240
– – 0.01% 402
2022
Q2 		$18K Hold
240
– – 0.01% 409
2022
Q1 		$19K Sell
240
-219
-48% -$17.4K 0.01% 428
2021
Q4 		$37K Buy
+459
New +$37.3K 0.02% 340

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Zullo Investment Group's BSV Position: Q1 2023 in Review

Zullo Investment Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 240 shares — an estimated $18.1K sold.

Zullo Investment Group first reported a position in BSV in Q4 2021 and held it in 5 quarters. The position peaked at $37K in Q4 2021. 1,135 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

  • Zullo Investment Group reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 240 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $18.1K.
  • Zullo Investment Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Vanguard Short-Term Bond ETF position peaked at $37K in Q4 2021.
  • 1,135 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.