Legacy Wealth Partners (California)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Legacy Wealth Partners (California)’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	$787K	Sell	9,576 -309	-3%	-$25.4K	0.44%	56
2021 Q1	$812K	Buy	9,885 +4,726	+92%	+$390K	0.48%	52
2020 Q4	$428K	Sell	5,159 -3,246	-39%	-$269K	0.27%	66
2020 Q3	$698K	Buy	8,405 +304	+4%	+$25.3K	0.49%	47
2020 Q2	$673K	Sell	8,101 -263	-3%	-$21.8K	0.51%	39
2020 Q1	$687K	Sell	8,364 -654	-7%	-$53.1K	0.64%	29
2019 Q4	$730K	Buy	+9,018	New	+$728K	0.53%	39

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

Legacy Wealth Partners (California)'s BSV Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3.1% in Q2 2021, selling an estimated $25.4K and leaving 9,576 shares worth $787K. The position accounts for 0.44% of the portfolio, ranked #56.

Legacy Wealth Partners (California) first reported a position in BSV in Q4 2019 and has held it in 7 quarters since. The position peaked at $812K in Q1 2021. 1,026 funds tracked by Wall St. Rank hold BSV as of Q2 2021.

Legacy Wealth Partners (California) held 9,576 shares of Vanguard Short-Term Bond ETF worth $787K as of Q2 2021.
Legacy Wealth Partners (California) sold 309 Vanguard Short-Term Bond ETF shares in Q2 2021, an estimated $25.4K.
Vanguard Short-Term Bond ETF made up 0.44% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #56 holding.
Legacy Wealth Partners (California) first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 7 quarters since.
Legacy Wealth Partners (California)'s Vanguard Short-Term Bond ETF position peaked at $812K in Q1 2021.
1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.