New Potomac Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

New Potomac Partners’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
2020 Q4	–	Sell	-100	Closed	-$8K	–	71
2020 Q3	$8K	Hold	100	–	–	0.01%	121
2020 Q2	$8K	Hold	100	–	–	0.01%	126
2020 Q1	$8K	Hold	100	–	–	0.01%	125
2019 Q4	$8K	Hold	100	–	–	0.01%	131
2019 Q3	$8K	Hold	100	–	–	0.01%	131
2019 Q2	$8K	Hold	100	–	–	0.01%	130
2019 Q1	$8K	Sell	100 -20	-17%	-$1.58K	0.01%	131
2018 Q4	$9K	Hold	120	–	–	0.01%	143
2018 Q3	$9K	Sell	120 -270	-69%	-$21.1K	0.01%	137
2018 Q2	$31K	Hold	390	–	–	0.03%	113
2018 Q1	$31K	Hold	390	–	–	0.03%	111
2017 Q4	$31K	Buy	+390	New	+$31K	0.03%	108

Other funds holding BSV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCA

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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAIM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

New Potomac Partners's BSV Position: Q4 2020 in Review

New Potomac Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2020, closing a stake of 100 shares — an estimated $8K sold.

New Potomac Partners first reported a position in BSV in Q4 2017 and held it in 12 quarters. The position peaked at $31K in Q2 2018. 995 funds tracked by Wall St. Rank hold BSV as of Q4 2020.

New Potomac Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
New Potomac Partners sold 100 Vanguard Short-Term Bond ETF shares in Q4 2020, an estimated $8K.
New Potomac Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 12 quarters.
New Potomac Partners's Vanguard Short-Term Bond ETF position peaked at $31K in Q2 2018.
995 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2020.

Based on New Potomac Partners's 13F filing for Q4 2020, filed 28 Jan 2021.