Centennial Wealth Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Centennial Wealth Advisory’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 Q3	–	Sell	-39,478	Closed	-$3.24M	–	82
2021 Q2	$3.24M	Sell	39,478 -5,565	-12%	-$458K	2.03%	21
2021 Q1	$3.7M	Buy	45,043 +2,395	+6%	+$198K	2.44%	12
2020 Q4	$3.54M	Buy	+42,648	New	+$3.53M	2.5%	11

Other funds holding BSV

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Centennial Wealth Advisory's BSV Position: Q3 2021 in Review

Centennial Wealth Advisory sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2021, closing a stake of 39,478 shares — an estimated $3.24M sold.

Centennial Wealth Advisory first reported a position in BSV in Q4 2020 and held it in 3 quarters. The position peaked at $3.7M in Q1 2021. 1,026 funds tracked by Wall St. Rank hold BSV as of Q3 2021.

Centennial Wealth Advisory reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
Centennial Wealth Advisory sold 39,478 Vanguard Short-Term Bond ETF shares in Q3 2021, an estimated $3.24M.
Centennial Wealth Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 3 quarters.
Centennial Wealth Advisory's Vanguard Short-Term Bond ETF position peaked at $3.7M in Q1 2021.
1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2021.

Based on Centennial Wealth Advisory's 13F filing for Q3 2021, filed 8 Oct 2021.