Harvest Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Harvest Capital 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	$1.07M	Buy	13,264 +1,575	+13%	+$126K	0.31%	31
2019 Q1	$930K	Buy	11,689 +2,000	+21%	+$158K	0.3%	33
2018 Q4	$761K	Buy	9,689 +3,085	+47%	+$241K	0.28%	35
2018 Q3	$515K	Buy	6,604 +1,475	+29%	+$115K	0.16%	49
2018 Q2	$401K	Hold	5,129	–	–	0.13%	58
2018 Q1	$402K	Buy	5,129 +374	+8%	+$29.4K	0.16%	45
2017 Q4	$376K	Buy	4,755 +550	+13%	+$43.7K	0.14%	55
2017 Q3	$336K	Hold	4,205	–	–	0.13%	61
2017 Q2	$336K	Sell	4,205 -20	-0.5%	-$1.6K	0.14%	63
2017 Q1	$337K	Buy	+4,225	New	+$336K	0.14%	64

Other funds holding BSV

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCA

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Harvest Capital Management's BSV Position: Q2 2019 in Review

Harvest Capital Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 13% in Q2 2019, buying an estimated $126K and bringing the position to 13,264 shares worth $1.07M. The position accounts for 0.31% of the portfolio, ranked #31.

Harvest Capital Management first reported a position in BSV in Q1 2017 and has held it in 10 quarters since. 733 funds tracked by Wall St. Rank hold BSV as of Q2 2019.

Harvest Capital Management held 13,264 shares of Vanguard Short-Term Bond ETF worth $1.07M as of Q2 2019.
Harvest Capital Management bought 1,575 Vanguard Short-Term Bond ETF shares in Q2 2019, an estimated $126K.
Vanguard Short-Term Bond ETF made up 0.31% of Harvest Capital Management's portfolio in Q2 2019, its #31 holding.
Harvest Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2017 and has held it in 10 quarters since.
733 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2019.

Based on Harvest Capital Management's 13F filing for Q2 2019, filed 7 Aug 2019.