Paracle Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Paracle 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
2021 Q1	$1.2M	Buy	14,561 +1,221	+9%	+$101K	0.22%	47
2020 Q4	$1.1M	Buy	13,340 +547	+4%	+$45.3K	0.21%	50
2020 Q3	$1.06M	Buy	12,793 +552	+5%	+$45.9K	0.23%	44
2020 Q2	$1.02M	Sell	12,241 -2,204	-15%	-$182K	0.24%	43
2020 Q1	$1.19M	Buy	+14,445	New	+$1.17M	0.32%	39
2019 Q4	–	Sell	-4,329	Closed	-$349K	–	46
2019 Q3	$349K	Buy	4,329 +1,389	+47%	+$112K	0.08%	53
2019 Q2	$236K	Hold	2,940	–	–	0.06%	61
2019 Q1	$234K	Buy	+2,940	New	+$232K	0.06%	61
2017 Q1	–	Sell	-7,466	Closed	-$593K	–	47
2016 Q4	$593K	Buy	+7,466	New	+$597K	0.24%	32

Other funds holding BSV

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

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

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

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Paracle Advisors's BSV Position: Q1 2021 in Review

Paracle Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 9.2% in Q1 2021, buying an estimated $101K and bringing the position to 14,561 shares worth $1.2M. The position accounts for 0.22% of the portfolio, ranked #47.

Paracle Advisors first reported a position in BSV in Q4 2016 and has held it in 9 quarters since. 1,023 funds tracked by Wall St. Rank hold BSV as of Q1 2021.

Paracle Advisors held 14,561 shares of Vanguard Short-Term Bond ETF worth $1.2M as of Q1 2021.
Paracle Advisors bought 1,221 Vanguard Short-Term Bond ETF shares in Q1 2021, an estimated $101K.
Vanguard Short-Term Bond ETF made up 0.22% of Paracle Advisors's portfolio in Q1 2021, its #47 holding.
Paracle Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 9 quarters since.
1,023 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.