Gary Goldberg Planning Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$84K	Hold	1,050	–	–	0.04%	163
2014 Q3	$84K	Hold	1,050	–	–	0.03%	169
2014 Q2	$84K	Sell	1,050 -150	-13%	-$12K	0.04%	171
2014 Q1	$96K	Hold	1,200	–	–	0.05%	156
2013 Q4	$96K	Hold	1,200	–	–	0.06%	136
2013 Q3	$96K	Hold	1,200	–	–	0.06%	135
2013 Q2	$96K	Buy	+1,200	New	+$96.9K	0.06%	121

Other funds holding BSV

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Gary Goldberg Planning Services's BSV Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Vanguard Short-Term Bond ETF (BSV) position steady in Q4 2014 at 1,050 shares worth $84K. The position accounts for 0.04% of the portfolio, ranked #163.

Gary Goldberg Planning Services first reported a position in BSV in Q2 2013 and has held it in 7 quarters since. The position peaked at $96K in Q1 2014. 405 funds tracked by Wall St. Rank hold BSV as of Q4 2014.

Gary Goldberg Planning Services held 1,050 shares of Vanguard Short-Term Bond ETF worth $84K as of Q4 2014.
Gary Goldberg Planning Services left its Vanguard Short-Term Bond ETF share count unchanged in Q4 2014.
Vanguard Short-Term Bond ETF made up 0.04% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #163 holding.
Gary Goldberg Planning Services first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Vanguard Short-Term Bond ETF position peaked at $96K in Q1 2014.
405 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.