ARS Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

ARS Wealth Advisors’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
2018 Q3	–	Sell	-3,902	Closed	-$305K	–	118
2018 Q2	$305K	Sell	3,902 -4,956	-56%	-$387K	0.11%	84
2018 Q1	$695K	Buy	8,858 +583	+7%	+$45.8K	0.26%	57
2017 Q4	$655K	Sell	8,275 -8,051	-49%	-$640K	0.24%	63
2017 Q3	$1.3M	Sell	16,326 -2,027	-11%	-$162K	0.51%	40
2017 Q2	$1.47M	Sell	18,353 -3,649	-17%	-$291K	0.59%	30
2017 Q1	$1.75M	Sell	22,002 -10,570	-32%	-$841K	0.75%	26
2016 Q4	$2.59M	Sell	32,572 -2,623	-7%	-$210K	1.16%	16
2016 Q3	$2.85M	Sell	35,195 -9,935	-22%	-$803K	1.21%	19
2016 Q2	$3.66M	Buy	45,130 +2,040	+5%	+$164K	1.56%	13
2016 Q1	$3.47M	Buy	+43,090	New	+$3.45M	1.63%	11

Other funds holding BSV

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCA

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

TAIM

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

ARS Wealth Advisors's BSV Position: Q3 2018 in Review

ARS Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2018, closing a stake of 3,902 shares — an estimated $305K sold.

ARS Wealth Advisors first reported a position in BSV in Q1 2016 and held it in 10 quarters. The position peaked at $3.66M in Q2 2016. 646 funds tracked by Wall St. Rank hold BSV as of Q3 2018.

ARS Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2018 after selling out during the quarter.
ARS Wealth Advisors sold 3,902 Vanguard Short-Term Bond ETF shares in Q3 2018, an estimated $305K.
ARS Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2016 and held it in 10 quarters.
ARS Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $3.66M in Q2 2016.
646 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2018.

Based on ARS Wealth Advisors's 13F filing for Q3 2018, filed 11 Jun 2021.