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Great Diamond Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Great Diamond Partners’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
Q1 		– Sell
-536
Closed -$43K – 185
2019
Q4 		$43K Buy
+536
New +$43.3K 0.02% 314

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BCMIO
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PCA
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Northwestern Mutual Wealth Management
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TAIM
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Osaic Holdings
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Great Diamond Partners's BSV Position: Q1 2020 in Review

Great Diamond Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2020, closing a stake of 536 shares — an estimated $43K sold.

Great Diamond Partners first reported a position in BSV in Q4 2019 and held it in 1 quarter. The position peaked at $43K in Q4 2019. 816 funds tracked by Wall St. Rank hold BSV as of Q1 2020.

  • Great Diamond Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 536 Vanguard Short-Term Bond ETF shares in Q1 2020, an estimated $43K.
  • Great Diamond Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's Vanguard Short-Term Bond ETF position peaked at $43K in Q4 2019.
  • 816 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.