Clear Perspective Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Clear Perspective Advisors’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
2019 Q1	–	Sell	-3,635	Closed	-$286K	–	138
2018 Q4	$286K	Sell	3,635 -1,880	-34%	-$147K	0.24%	104
2018 Q3	$430K	Sell	5,515 -500	-8%	-$39.1K	0.32%	92
2018 Q2	$470K	Hold	6,015	–	–	0.33%	84
2018 Q1	$472K	Buy	6,015 +2,330	+63%	+$183K	0.35%	81
2017 Q4	$291K	Buy	3,685 +125	+4%	+$9.93K	0.22%	107
2017 Q3	$284K	Buy	3,560 +350	+11%	+$28K	0.23%	104
2017 Q2	$256K	Buy	3,210 +75	+2%	+$5.99K	0.22%	107
2017 Q1	$250K	Sell	3,135 -300	-9%	-$23.9K	0.17%	105
2016 Q4	$273K	Buy	+3,435	New	+$275K	0.18%	108

Other funds holding BSV

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

Clear Perspective Advisors's BSV Position: Q1 2019 in Review

Clear Perspective Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2019, closing a stake of 3,635 shares — an estimated $286K sold.

Clear Perspective Advisors first reported a position in BSV in Q4 2016 and held it in 9 quarters. The position peaked at $472K in Q1 2018. 717 funds tracked by Wall St. Rank hold BSV as of Q1 2019.

Clear Perspective Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2019 after selling out during the quarter.
Clear Perspective Advisors sold 3,635 Vanguard Short-Term Bond ETF shares in Q1 2019, an estimated $286K.
Clear Perspective Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and held it in 9 quarters.
Clear Perspective Advisors's Vanguard Short-Term Bond ETF position peaked at $472K in Q1 2018.
717 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2019.

Based on Clear Perspective Advisors's 13F filing for Q1 2019, filed 8 May 2019.