20/20 Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

20/20 Capital Management’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
2021 Q2	$1.25M	Buy	15,193 +339	+2%	+$27.9K	0.32%	64
2021 Q1	$1.22M	Buy	14,854 +4,389	+42%	+$362K	0.35%	62
2020 Q4	$866K	Buy	10,465 +2,317	+28%	+$192K	0.25%	76
2020 Q3	$677K	Sell	8,148 -341	-4%	-$28.3K	0.25%	72
2020 Q2	$706K	Sell	8,489 -16,969	-67%	-$1.4M	0.27%	69
2020 Q1	$2.1M	Buy	25,458 +17,278	+211%	+$1.4M	0.94%	23
2019 Q4	$662K	Buy	+8,180	New	+$660K	0.27%	69

Other funds holding BSV

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

PCA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAIM

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

20/20 Capital Management's BSV Position: Q2 2021 in Review

20/20 Capital Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.3% in Q2 2021, buying an estimated $27.9K and bringing the position to 15,193 shares worth $1.25M. The position accounts for 0.32% of the portfolio, ranked #64.

20/20 Capital Management first reported a position in BSV in Q4 2019 and has held it in 7 quarters since. The position peaked at $2.1M in Q1 2020. 1,027 funds tracked by Wall St. Rank hold BSV as of Q2 2021.

20/20 Capital Management held 15,193 shares of Vanguard Short-Term Bond ETF worth $1.25M as of Q2 2021.
20/20 Capital Management bought 339 Vanguard Short-Term Bond ETF shares in Q2 2021, an estimated $27.9K.
Vanguard Short-Term Bond ETF made up 0.32% of 20/20 Capital Management's portfolio in Q2 2021, its #64 holding.
20/20 Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's Vanguard Short-Term Bond ETF position peaked at $2.1M in Q1 2020.
1,027 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.