Avestar Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Avestar Capital’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 Q3	–	Sell	-40	Closed	-$3K	–	261
2019 Q2	$3K	Hold	40	–	–	﹤0.01%	625
2019 Q1	$3K	Hold	40	–	–	﹤0.01%	607
2018 Q4	$3K	Sell	40 -5,941	-99%	-$463K	﹤0.01%	582
2018 Q3	$462K	Buy	5,981 +2	+0%	+$156	0.27%	57
2018 Q2	$461K	Sell	5,979 -7,536	-56%	-$589K	0.29%	59
2018 Q1	$1.05M	Buy	13,515 +5,704	+73%	+$448K	0.68%	23
2017 Q4	$609K	Buy	+7,811	New	+$621K	0.46%	29

Other funds holding BSV

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

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

PCA

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

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

TAIM

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Avestar Capital's BSV Position: Q3 2019 in Review

Avestar Capital sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2019, closing a stake of 40 shares — an estimated $3K sold.

Avestar Capital first reported a position in BSV in Q4 2017 and held it in 7 quarters. The position peaked at $1.05M in Q1 2018. 727 funds tracked by Wall St. Rank hold BSV as of Q3 2019.

Avestar Capital reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 40 Vanguard Short-Term Bond ETF shares in Q3 2019, an estimated $3K.
Avestar Capital first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 7 quarters.
Avestar Capital's Vanguard Short-Term Bond ETF position peaked at $1.05M in Q1 2018.
727 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.