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First City Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

First City Capital 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
2020
Q4 		– Sell
-2,783
Closed -$231K – 165
2020
Q3 		$231K Buy
+2,783
New +$231K 0.09% 175

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Bank of America
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Wells Fargo
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PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First City Capital Management's BSV Position: Q4 2020 in Review

First City Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2020, closing a stake of 2,783 shares — an estimated $231K sold.

First City Capital Management first reported a position in BSV in Q3 2020 and held it in 1 quarter. The position peaked at $231K in Q3 2020. 993 funds tracked by Wall St. Rank hold BSV as of Q4 2020.

  • First City Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • First City Capital Management sold 2,783 Vanguard Short-Term Bond ETF shares in Q4 2020, an estimated $231K.
  • First City Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and held it in 1 quarter.
  • First City Capital Management's Vanguard Short-Term Bond ETF position peaked at $231K in Q3 2020.
  • 993 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2020.

Based on First City Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.