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Greenwich Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Greenwich Wealth 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
2019
Q2 		– Sell
-2,820
Closed -$224K – 200
2019
Q1 		$224K Hold
2,820
– – 0.04% 170
2018
Q4 		$222K Hold
2,820
– – 0.04% 162
2018
Q3 		$220K Hold
2,820
– – 0.04% 162
2018
Q2 		$221K Sell
2,820
-125
-4% -$9.77K 0.04% 157
2018
Q1 		$231K Sell
2,945
-29,140
-91% -$2.29M 0.04% 151
2017
Q4 		$2.54M Sell
32,085
-2,372
-7% -$188K 0.42% 44
2017
Q3 		$2.75M Buy
34,457
+75
+0.2% +$6K 0.47% 41
2017
Q2 		$2.75M Buy
34,382
+148
+0.4% +$11.8K 0.46% 47
2017
Q1 		$2.73M Buy
34,234
+3,309
+11% +$263K 0.36% 46
2016
Q4 		$2.46M Buy
30,925
+13,564
+78% +$1.09M 0.31% 47
2016
Q3 		$1.4M Sell
17,361
-1,925
-10% -$156K 0.25% 66
2016
Q2 		$1.56M Buy
19,286
+774
+4% +$62.4K 0.38% 61
2016
Q1 		$1.49M Sell
18,512
-1,090
-6% -$87.4K 0.39% 59
2015
Q4 		$1.56M Sell
19,602
-45
-0.2% -$3.6K 0.38% 56
2015
Q3 		$1.58M Sell
19,647
-50
-0.3% -$4.01K 0.38% 68
2015
Q2 		$1.58M Sell
19,697
-550
-3% -$44.2K 0.2% 92
2015
Q1 		$1.63M Buy
20,247
+115
+0.6% +$9.23K 0.18% 90
2014
Q4 		$1.61M Sell
20,132
-5,713
-22% -$458K 0.11% 97
2014
Q3 		$2.07M Buy
25,845
+20
+0.1% +$1.6K 0.14% 90
2014
Q2 		$2.08M Sell
25,825
-1,250
-5% -$100K 0.14% 91
2014
Q1 		$2.17M Sell
27,075
-2,900
-10% -$233K 0.15% 88
2013
Q4 		$2.4M Buy
29,975
+3,275
+12% +$263K 0.24% 87
2013
Q3 		$2.15M Buy
26,700
+22,775
+580% +$1.82M 0.15% 87
2013
Q2 		$214K Buy
+3,925
New +$317K 0.02% 139

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Greenwich Wealth Management's BSV Position: Q2 2019 in Review

Greenwich Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2019, closing a stake of 2,820 shares — an estimated $224K sold.

Greenwich Wealth Management first reported a position in BSV in Q2 2013 and held it in 24 quarters. The position peaked at $2.75M in Q3 2017. 733 funds tracked by Wall St. Rank hold BSV as of Q2 2019.

  • Greenwich Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Greenwich Wealth Management sold 2,820 Vanguard Short-Term Bond ETF shares in Q2 2019, an estimated $224K.
  • Greenwich Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 24 quarters.
  • Greenwich Wealth Management's Vanguard Short-Term Bond ETF position peaked at $2.75M in Q3 2017.
  • 733 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2019.

Based on Greenwich Wealth Management's 13F filing for Q2 2019, filed 13 Aug 2019.