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Aurora Private Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Aurora Private Wealth’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 		– Sell
-7,880
Closed -$648K – 208
2021
Q1 		$648K Sell
7,880
-5,136
-39% -$424K 0.27% 79
2020
Q4 		$1.08M Buy
13,016
+91
+0.7% +$7.54K 0.46% 47
2020
Q3 		$1.07M Sell
12,925
-561
-4% -$46.6K 0.46% 41
2020
Q2 		$1.12M Buy
+13,486
New +$1.12M 0.52% 33

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B 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

Aurora Private Wealth's BSV Position: Q2 2021 in Review

Aurora Private Wealth sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2021, closing a stake of 7,880 shares — an estimated $648K sold.

Aurora Private Wealth first reported a position in BSV in Q2 2020 and held it in 4 quarters. The position peaked at $1.12M in Q2 2020. 1,027 funds tracked by Wall St. Rank hold BSV as of Q2 2021.

  • Aurora Private Wealth reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Aurora Private Wealth sold 7,880 Vanguard Short-Term Bond ETF shares in Q2 2021, an estimated $648K.
  • Aurora Private Wealth first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and held it in 4 quarters.
  • Aurora Private Wealth's Vanguard Short-Term Bond ETF position peaked at $1.12M in Q2 2020.
  • 1,027 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2021.

Based on Aurora Private Wealth's 13F filing for Q2 2021, filed 13 Jul 2021.