Measured Wealth Private Client Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Measured Wealth Private Client Group’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 Q3	–	Sell	-3,913	Closed	-$315K	–	147
2019 Q2	$315K	Sell	3,913 -2,369	-38%	-$189K	0.18%	123
2019 Q1	$500K	Buy	6,282 +1,070	+21%	+$84.4K	0.31%	66
2018 Q4	$410K	Buy	5,212 +2,062	+65%	+$161K	0.37%	43
2018 Q3	$246K	Buy	+3,150	New	+$246K	0.15%	127

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PCA

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

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

TAIM

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

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

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

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

Measured Wealth Private Client Group's BSV Position: Q3 2019 in Review

Measured Wealth Private Client Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2019, closing a stake of 3,913 shares — an estimated $315K sold.

Measured Wealth Private Client Group first reported a position in BSV in Q3 2018 and held it in 4 quarters. The position peaked at $500K in Q1 2019. 726 funds tracked by Wall St. Rank hold BSV as of Q3 2019.

Measured Wealth Private Client Group reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2019 after selling out during the quarter.
Measured Wealth Private Client Group sold 3,913 Vanguard Short-Term Bond ETF shares in Q3 2019, an estimated $315K.
Measured Wealth Private Client Group first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and held it in 4 quarters.
Measured Wealth Private Client Group's Vanguard Short-Term Bond ETF position peaked at $500K in Q1 2019.
726 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2019, filed 11 Oct 2019.