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

Gupta 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
2016 Q1	$337K	Sell	4,175 -619	-13%	-$49.6K	0.08%	179
2015 Q4	$381K	Sell	4,794 -1,536	-24%	-$123K	0.1%	166
2015 Q3	$509K	Buy	6,330 +600	+10%	+$48.1K	0.12%	139
2015 Q2	$459K	Sell	5,730 -305	-5%	-$24.5K	0.11%	157
2015 Q1	$486K	Buy	+6,035	New	+$484K	0.14%	131

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gupta Wealth Management's BSV Position: Q1 2016 in Review

Gupta Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 13% in Q1 2016, selling an estimated $49.6K and leaving 4,175 shares worth $337K. The position accounts for 0.08% of the portfolio, ranked #179.

Gupta Wealth Management first reported a position in BSV in Q1 2015 and has held it in 5 quarters since. The position peaked at $509K in Q3 2015. 492 funds tracked by Wall St. Rank hold BSV as of Q1 2016.

Gupta Wealth Management held 4,175 shares of Vanguard Short-Term Bond ETF worth $337K as of Q1 2016.
Gupta Wealth Management sold 619 Vanguard Short-Term Bond ETF shares in Q1 2016, an estimated $49.6K.
Vanguard Short-Term Bond ETF made up 0.08% of Gupta Wealth Management's portfolio in Q1 2016, its #179 holding.
Gupta Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Vanguard Short-Term Bond ETF position peaked at $509K in Q3 2015.
492 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.