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D'Orazio & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

D'Orazio & Associates’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
2020
Q2 		– Sell
-5
Closed – – 335
2020
Q1 		$0 Hold
5
– – ﹤0.01% 334
2019
Q4 		$0 Hold
5
– – ﹤0.01% 343
2019
Q3 		$0 Buy
+5
New +$403 ﹤0.01% 351

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
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

D'Orazio & Associates's BSV Position: Q2 2020 in Review

D'Orazio & Associates sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2020, closing a stake of 5 shares.

D'Orazio & Associates first reported a position in BSV in Q3 2019 and held it in 3 quarters. The position peaked at $0 in Q1 2020. 859 funds tracked by Wall St. Rank hold BSV as of Q2 2020.

  • D'Orazio & Associates reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2020 after selling out during the quarter.
  • D'Orazio & Associates sold 5 Vanguard Short-Term Bond ETF shares in Q2 2020.
  • D'Orazio & Associates first reported a position in Vanguard Short-Term Bond ETF in Q3 2019 and held it in 3 quarters.
  • D'Orazio & Associates's Vanguard Short-Term Bond ETF position peaked at $0 in Q1 2020.
  • 859 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2020.

Based on D'Orazio & Associates's 13F filing for Q2 2020, filed 22 Jul 2020.