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Paces Ferry Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Paces Ferry Wealth Advisors’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
-996
Closed -$83K – 255
2020
Q3 		$83K Buy
+996
New +$82.8K 0.07% 177

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Paces Ferry Wealth Advisors's BSV Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2020, closing a stake of 996 shares — an estimated $83K sold.

Paces Ferry Wealth Advisors first reported a position in BSV in Q3 2020 and held it in 1 quarter. The position peaked at $83K in Q3 2020. 993 funds tracked by Wall St. Rank hold BSV as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 996 Vanguard Short-Term Bond ETF shares in Q4 2020, an estimated $83K.
  • Paces Ferry Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $83K in Q3 2020.
  • 993 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.