CFO4Life Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

CFO4Life Group’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	-2,786	Closed	-$229K	–	145
2021 Q2	$229K	Buy	2,786 +1	+0%	+$82	0.05%	126
2021 Q1	$229K	Hold	2,785	–	–	0.06%	130
2020 Q4	$231K	Hold	2,785	–	–	0.07%	128
2020 Q3	$231K	Hold	2,785	–	–	0.08%	112
2020 Q2	$231K	Buy	+2,785	New	+$230K	0.09%	109
2018 Q4	–	Sell	-15,493	Closed	-$1.21M	–	121
2018 Q3	$1.21M	Sell	15,493 -68	-0.4%	-$5.31K	0.54%	40
2018 Q2	$1.22M	Buy	+15,561	New	+$1.22M	0.51%	38

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

CFO4Life Group's BSV Position: Q3 2021 in Review

CFO4Life Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2021, closing a stake of 2,786 shares — an estimated $229K sold.

CFO4Life Group first reported a position in BSV in Q2 2018 and held it in 7 quarters. The position peaked at $1.22M in Q2 2018. 1,027 funds tracked by Wall St. Rank hold BSV as of Q3 2021.

CFO4Life Group reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
CFO4Life Group sold 2,786 Vanguard Short-Term Bond ETF shares in Q3 2021, an estimated $229K.
CFO4Life Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and held it in 7 quarters.
CFO4Life Group's Vanguard Short-Term Bond ETF position peaked at $1.22M in Q2 2018.
1,027 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2021.

Based on CFO4Life Group's 13F filing for Q3 2021, filed 12 Oct 2021.