Mid Atlantic Financial Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Mid Atlantic Financial Management’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	$6.1M	Buy	74,482 +1,353	+2%	+$111K	0.41%	49
2021 Q2	$6.01M	Sell	73,129 -20,786	-22%	-$1.71M	0.4%	49
2021 Q1	$7.72M	Buy	93,915 +11,928	+15%	+$985K	0.56%	33
2020 Q4	$6.8M	Buy	81,987 +23,012	+39%	+$1.91M	0.52%	32
2020 Q3	$4.88M	Buy	58,975 +5,976	+11%	+$497K	0.43%	47
2020 Q2	$4.41M	Buy	52,999 +18,883	+55%	+$1.56M	0.42%	45
2020 Q1	$2.8M	Buy	34,116 +937	+3%	+$76.1K	0.32%	74
2019 Q4	$2.67M	Buy	33,179 +4,157	+14%	+$335K	0.25%	89
2019 Q3	$2.35M	Sell	29,022 -1,929	-6%	-$156K	0.25%	83
2019 Q2	$2.49M	Sell	30,951 -1,291	-4%	-$103K	0.26%	79
2019 Q1	$2.57M	Sell	32,242 -4,453	-12%	-$351K	0.28%	70
2018 Q4	$2.88M	Buy	+36,695	New	+$2.86M	0.36%	61

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

Mid Atlantic Financial Management's BSV Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.9% in Q3 2021, buying an estimated $111K and bringing the position to 74,482 shares worth $6.1M. The position accounts for 0.41% of the portfolio, ranked #49.

Mid Atlantic Financial Management first reported a position in BSV in Q4 2018 and has held it in 12 quarters since. The position peaked at $7.72M in Q1 2021. 1,026 funds tracked by Wall St. Rank hold BSV as of Q3 2021.

Mid Atlantic Financial Management held 74,482 shares of Vanguard Short-Term Bond ETF worth $6.1M as of Q3 2021.
Mid Atlantic Financial Management bought 1,353 Vanguard Short-Term Bond ETF shares in Q3 2021, an estimated $111K.
Vanguard Short-Term Bond ETF made up 0.41% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #49 holding.
Mid Atlantic Financial Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Vanguard Short-Term Bond ETF position peaked at $7.72M in Q1 2021.
1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.