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AFC
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
Shares
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
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$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
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
$501B AUM
22.01%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$24.6B AUM
15.55%
1-Year Est. Return
WL
WIT LLC
District Of Columbia, District of Columbia
$5.3B AUM
20.46%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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