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Asset Planning Services (Pennsylvania)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019
Q4 		– Sell
-1,486
Closed -$120K – 91
2019
Q3 		$120K Sell
1,486
-1
-0.1% -$81 0.05% 92
2019
Q2 		$120K Buy
1,487
+8
+0.5% +$638 0.05% 87
2019
Q1 		$118K Buy
1,479
+6
+0.4% +$473 0.05% 86
2018
Q4 		$116K Buy
1,473
+5
+0.3% +$390 0.06% 82
2018
Q3 		$114K Buy
1,468
+12
+0.8% +$937 0.05% 84
2018
Q2 		$114K Sell
1,456
-184
-11% -$14.4K 0.06% 85
2018
Q1 		$129K Buy
1,640
+5
+0.3% +$393 0.07% 80
2017
Q4 		$129K Buy
1,635
+10
+0.6% +$795 0.07% 90
2017
Q3 		$130K Sell
1,625
-355
-18% -$28.4K 0.07% 90
2017
Q2 		$158K Sell
1,980
-434
-18% -$34.7K 0.1% 79
2017
Q1 		$192K Buy
2,414
+1,509
+167% +$120K 0.13% 67
2016
Q4 		$72K Buy
905
+4
+0.4% +$320 0.06% 111
2016
Q3 		$73K Sell
901
-121
-12% -$9.78K 0.06% 106
2016
Q2 		$83K Sell
1,022
-243
-19% -$19.6K 0.07% 109
2016
Q1 		$102K Buy
1,265
+2
+0.2% +$160 0.09% 101
2015
Q4 		$101K Buy
1,263
+5
+0.4% +$400 0.1% 81
2015
Q3 		$101K Buy
1,258
+3
+0.2% +$240 0.1% 74
2015
Q2 		$101K Buy
+1,255
New +$101K 0.1% 78

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s BSV Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2019, closing a stake of 1,486 shares — an estimated $120K sold.

Asset Planning Services (Pennsylvania) first reported a position in BSV in Q2 2015 and held it in 18 quarters. The position peaked at $192K in Q1 2017. 827 funds tracked by Wall St. Rank hold BSV as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 1,486 Vanguard Short-Term Bond ETF shares in Q4 2019, an estimated $120K.
  • Asset Planning Services (Pennsylvania) first reported a position in Vanguard Short-Term Bond ETF in Q2 2015 and held it in 18 quarters.
  • Asset Planning Services (Pennsylvania)'s Vanguard Short-Term Bond ETF position peaked at $192K in Q1 2017.
  • 827 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.