Hoover Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Hoover Financial Advisors’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 Q2	$94K	Sell	1,142 -269	-19%	-$22.1K	0.02%	210
2021 Q1	$116K	Hold	1,411	–	–	0.02%	173
2020 Q4	$117K	Sell	1,411 -525	-27%	-$43.5K	0.03%	156
2020 Q3	$161K	Sell	1,936 -301	-13%	-$25K	0.05%	106
2020 Q2	$186K	Sell	2,237 -1,496	-40%	-$124K	0.07%	95
2020 Q1	$307K	Sell	3,733 -231	-6%	-$18.8K	0.17%	51
2019 Q4	$320K	Buy	+3,964	New	+$320K	0.16%	67

Other funds holding BSV

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

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

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

PCA

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

Hoover Financial Advisors's BSV Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 19% in Q2 2021, selling an estimated $22.1K and leaving 1,142 shares worth $94K. The position accounts for 0.02% of the portfolio, ranked #210.

Hoover Financial Advisors first reported a position in BSV in Q4 2019 and has held it in 7 quarters since. The position peaked at $320K in Q4 2019. 1,026 funds tracked by Wall St. Rank hold BSV as of Q2 2021.

Hoover Financial Advisors held 1,142 shares of Vanguard Short-Term Bond ETF worth $94K as of Q2 2021.
Hoover Financial Advisors sold 269 Vanguard Short-Term Bond ETF shares in Q2 2021, an estimated $22.1K.
Vanguard Short-Term Bond ETF made up 0.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #210 holding.
Hoover Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 7 quarters since.
Hoover Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $320K in Q4 2019.
1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.