Hayden Royal’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Hayden Royal’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
2021 Q3	–	Sell	-3,552	Closed	-$292K	–	103
2021 Q2	$292K	Buy	3,552 +139	+4%	+$11.4K	0.16%	146
2021 Q1	$281K	Buy	+3,413	New	+$282K	0.16%	140
2020 Q4	–	Sell	-12,031	Closed	-$999K	–	481
2020 Q3	$999K	Buy	12,031 +1,768	+17%	+$147K	0.53%	47
2020 Q2	$853K	Sell	10,263 -716	-7%	-$59.2K	0.48%	49
2020 Q1	$902K	Buy	10,979 +761	+7%	+$61.8K	0.53%	46
2019 Q4	$829K	Buy	10,218 +1,489	+17%	+$120K	0.42%	62
2019 Q3	$705K	Buy	8,729 +3,541	+68%	+$286K	0.62%	53
2019 Q2	$416K	Buy	+5,188	New	+$414K	0.44%	74

Other funds holding BSV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PCA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Hayden Royal's BSV Position: Q3 2021 in Review

Hayden Royal sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2021, closing a stake of 3,552 shares — an estimated $292K sold.

Hayden Royal first reported a position in BSV in Q2 2019 and held it in 8 quarters. The position peaked at $999K in Q3 2020. 1,026 funds tracked by Wall St. Rank hold BSV as of Q3 2021.

Hayden Royal reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
Hayden Royal sold 3,552 Vanguard Short-Term Bond ETF shares in Q3 2021, an estimated $292K.
Hayden Royal first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and held it in 8 quarters.
Hayden Royal's Vanguard Short-Term Bond ETF position peaked at $999K in Q3 2020.
1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.