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

Capital Wealth Planning’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
2020
Q2 		– Sell
-13,127
Closed -$1.08M – 117
2020
Q1 		$1.08M Buy
+13,127
New +$1.07M 0.07% 68
2019
Q4 		– Sell
-11,028
Closed -$891K – 199
2019
Q3 		$891K Sell
11,028
-3,037
-22% -$245K 0.06% 94
2019
Q2 		$1.13M Buy
+14,065
New +$1.12M 0.08% 74

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
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Wealth Planning's BSV Position: Q2 2020 in Review

Capital Wealth Planning sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2020, closing a stake of 13,127 shares — an estimated $1.08M sold.

Capital Wealth Planning first reported a position in BSV in Q2 2019 and held it in 3 quarters. The position peaked at $1.13M in Q2 2019. 859 funds tracked by Wall St. Rank hold BSV as of Q2 2020.

  • Capital Wealth Planning reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 13,127 Vanguard Short-Term Bond ETF shares in Q2 2020, an estimated $1.08M.
  • Capital Wealth Planning first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and held it in 3 quarters.
  • Capital Wealth Planning's Vanguard Short-Term Bond ETF position peaked at $1.13M in Q2 2019.
  • 859 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.