Live Your Vision’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Live Your Vision’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 Q1	$78K	Hold	983	–	–	0.02%	103
2018 Q4	$77K	Sell	983 -183	-16%	-$14.3K	0.03%	102
2018 Q3	$91K	Hold	1,166	–	–	0.03%	95
2018 Q2	$91K	Sell	1,166 -81	-6%	-$6.33K	0.03%	96
2018 Q1	$97K	Hold	1,247	–	–	0.03%	84
2017 Q4	$98K	Hold	1,247	–	–	0.03%	87
2017 Q3	$100K	Sell	1,247 -11	-0.9%	-$880	0.04%	85
2017 Q2	$101K	Sell	1,258 -352	-22%	-$28.1K	0.04%	81
2017 Q1	$128K	Buy	1,610 +136	+9%	+$10.8K	0.05%	75
2016 Q4	$117K	Sell	1,474 -72	-5%	-$5.76K	0.05%	75
2016 Q3	$125K	Buy	+1,546	New	+$125K	0.05%	71
2015 Q4	–	Sell	-2,176	Closed	-$175K	–	101
2015 Q3	$175K	Buy	+2,176	New	+$174K	0.08%	71
2014 Q4	–	Sell	-2,620	Closed	-$211K	–	54
2014 Q3	$211K	Buy	+2,620	New	+$210K	0.11%	44
2014 Q2	–	Sell	-2,995	Closed	-$240K	–	42
2014 Q1	$240K	Buy	2,995 +167	+6%	+$13.4K	0.13%	37
2013 Q4	$226K	Buy	+2,828	New	+$227K	0.12%	37

Other funds holding BSV

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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 $377B AUM 19.32% 1-Year Est. Return

Live Your Vision's BSV Position: Q1 2019 in Review

Live Your Vision held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2019 at 983 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #103.

Live Your Vision first reported a position in BSV in Q4 2013 and has held it in 15 quarters since. The position peaked at $240K in Q1 2014. 717 funds tracked by Wall St. Rank hold BSV as of Q1 2019.

Live Your Vision held 983 shares of Vanguard Short-Term Bond ETF worth $78K as of Q1 2019.
Live Your Vision left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2019.
Vanguard Short-Term Bond ETF made up 0.02% of Live Your Vision's portfolio in Q1 2019, its #103 holding.
Live Your Vision first reported a position in Vanguard Short-Term Bond ETF in Q4 2013 and has held it in 15 quarters since.
Live Your Vision's Vanguard Short-Term Bond ETF position peaked at $240K in Q1 2014.
717 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.