MinichMacGregor Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

MinichMacGregor Wealth 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
2018 Q4	–	Sell	-398	Closed	-$30K	–	151
2018 Q3	$30K	Sell	398 -52	-12%	-$4.06K	0.02%	168
2018 Q2	$35K	Buy	450 +60	+15%	+$4.69K	0.02%	139
2018 Q1	$30K	Hold	390	–	–	0.02%	152
2017 Q4	$30K	Hold	390	–	–	0.02%	150
2017 Q3	$31K	Sell	390 -400	-51%	-$32K	0.03%	140
2017 Q2	$63K	Hold	790	–	–	0.05%	88
2017 Q1	$62K	Sell	790 -37	-4%	-$2.94K	0.06%	88
2016 Q4	$65K	Hold	827	–	–	0.06%	86
2016 Q3	$66K	Hold	827	–	–	0.06%	90
2016 Q2	$67K	Hold	827	–	–	0.06%	88
2016 Q1	$66K	Hold	827	–	–	0.06%	88
2015 Q4	$66K	Buy	+827	New	+$66.2K	0.06%	86

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

MinichMacGregor Wealth Management's BSV Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2018, closing a stake of 398 shares — an estimated $30K sold.

MinichMacGregor Wealth Management first reported a position in BSV in Q4 2015 and held it in 12 quarters. The position peaked at $67K in Q2 2016. 705 funds tracked by Wall St. Rank hold BSV as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 398 Vanguard Short-Term Bond ETF shares in Q4 2018, an estimated $30K.
MinichMacGregor Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and held it in 12 quarters.
MinichMacGregor Wealth Management's Vanguard Short-Term Bond ETF position peaked at $67K in Q2 2016.
705 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.