CCG Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

CCG Wealth Management’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
2022 Q2	–	Sell	-29,812	Closed	-$2.32M	–	112
2022 Q1	$2.32M	Buy	+29,812	New	+$2.37M	1.14%	18
2019 Q1	–	Sell	-5,264	Closed	-$414K	–	65
2018 Q4	$414K	Buy	+5,264	New	+$411K	0.4%	40

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TAIM

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

CCG Wealth Management's BSV Position: Q2 2022 in Review

CCG Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 29,812 shares — an estimated $2.32M sold.

CCG Wealth Management first reported a position in BSV in Q4 2018 and held it in 2 quarters. The position peaked at $2.32M in Q1 2022. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

CCG Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
CCG Wealth Management sold 29,812 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $2.32M.
CCG Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and held it in 2 quarters.
CCG Wealth Management's Vanguard Short-Term Bond ETF position peaked at $2.32M in Q1 2022.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on CCG Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.