Girard Securities’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Girard Securities’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
2017 Q4	–	Sell	-31,713	Closed	-$2.53M	–	10
2017 Q3	$2.53M	Buy	31,713 +8,371	+36%	+$669K	2.24%	10
2017 Q2	$1.87M	Buy	23,342 +17,339	+289%	+$1.38M	1.4%	15
2017 Q1	$479K	Buy	6,003 +435	+8%	+$34.6K	0.41%	68
2016 Q4	$442K	Buy	5,568 +2,114	+61%	+$169K	0.38%	74
2016 Q3	$279K	Buy	3,454 +91	+3%	+$7.36K	0.29%	105
2016 Q2	$272K	Buy	3,363 +588	+21%	+$47.4K	0.25%	115
2016 Q1	$224K	Buy	+2,775	New	+$222K	0.22%	124

Other funds holding BSV

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

USAA

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Girard Securities's BSV Position: Q4 2017 in Review

Girard Securities sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2017, closing a stake of 31,713 shares — an estimated $2.53M sold.

Girard Securities first reported a position in BSV in Q1 2016 and held it in 7 quarters. The position peaked at $2.53M in Q3 2017. 649 funds tracked by Wall St. Rank hold BSV as of Q4 2017.

Girard Securities reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2017 after selling out during the quarter.
Girard Securities sold 31,713 Vanguard Short-Term Bond ETF shares in Q4 2017, an estimated $2.53M.
Girard Securities first reported a position in Vanguard Short-Term Bond ETF in Q1 2016 and held it in 7 quarters.
Girard Securities's Vanguard Short-Term Bond ETF position peaked at $2.53M in Q3 2017.
649 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.