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

Chesapeake 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
2021
Q2 		– Sell
-2,555
Closed -$210K – 225
2021
Q1 		$210K Sell
2,555
-920
-26% -$75.9K 0.07% 215
2020
Q4 		$288K Buy
+3,475
New +$288K 0.1% 184

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Chesapeake Wealth Management's BSV Position: Q2 2021 in Review

Chesapeake Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2021, closing a stake of 2,555 shares — an estimated $210K sold.

Chesapeake Wealth Management first reported a position in BSV in Q4 2020 and held it in 2 quarters. The position peaked at $288K in Q4 2020. 1,026 funds tracked by Wall St. Rank hold BSV as of Q2 2021.

  • Chesapeake Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Chesapeake Wealth Management sold 2,555 Vanguard Short-Term Bond ETF shares in Q2 2021, an estimated $210K.
  • Chesapeake Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 2 quarters.
  • Chesapeake Wealth Management's Vanguard Short-Term Bond ETF position peaked at $288K in Q4 2020.
  • 1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2021.

Based on Chesapeake Wealth Management's 13F filing for Q2 2021, filed 29 Jul 2021.