AFT Forsyth & Company’s Vanguard Short-Term Bond ETF BSV Stock Holding History

AFT Forsyth & Company’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 Q3	–	Sell	-4,305	Closed	-$354K	–	158
2021 Q2	$354K	Hold	4,305	–	–	0.19%	126
2021 Q1	$354K	Hold	4,305	–	–	0.21%	124
2020 Q4	$357K	Hold	4,305	–	–	0.22%	119
2020 Q3	$358K	Hold	4,305	–	–	0.27%	104
2020 Q2	$358K	Hold	4,305	–	–	0.3%	97
2020 Q1	$354K	Hold	4,305	–	–	0.36%	94
2019 Q4	$347K	Hold	4,305	–	–	0.26%	104
2019 Q3	$348K	Hold	4,305	–	–	0.29%	105
2019 Q2	$347K	Hold	4,305	–	–	0.29%	105
2019 Q1	$343K	Hold	4,305	–	–	0.3%	101
2018 Q4	$338K	Hold	4,305	–	–	0.34%	99
2018 Q3	$336K	Hold	4,305	–	–	0.28%	111
2018 Q2	$337K	Hold	4,305	–	–	0.3%	109
2018 Q1	$338K	Hold	4,305	–	–	0.32%	103
2017 Q4	$341K	Buy	+4,305	New	+$342K	0.33%	104
2013 Q3	$211K	Buy	2,630 +1,555	+145%	+$125K	0.27%	101
2013 Q2	$86K	Buy	+1,075	New	+$86.8K	0.12%	134

Other funds holding BSV

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

AFT Forsyth & Company's BSV Position: Q3 2021 in Review

AFT Forsyth & Company sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2021, closing a stake of 4,305 shares — an estimated $354K sold.

AFT Forsyth & Company first reported a position in BSV in Q2 2013 and held it in 17 quarters. The position peaked at $358K in Q3 2020. 1,027 funds tracked by Wall St. Rank hold BSV as of Q3 2021.

AFT Forsyth & Company reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
AFT Forsyth & Company sold 4,305 Vanguard Short-Term Bond ETF shares in Q3 2021, an estimated $354K.
AFT Forsyth & Company first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 17 quarters.
AFT Forsyth & Company's Vanguard Short-Term Bond ETF position peaked at $358K in Q3 2020.
1,027 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2021.

Based on AFT Forsyth & Company's 13F filing for Q3 2021, filed 8 Nov 2021.