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

Paulson 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
Q1 		– Sell
-877
Closed -$69K – 166
2017
Q4 		$69K Buy
+877
New +$69.7K 0.06% 167

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Paulson Wealth Management's BSV Position: Q1 2018 in Review

Paulson Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2018, closing a stake of 877 shares — an estimated $69K sold.

Paulson Wealth Management first reported a position in BSV in Q4 2017 and held it in 1 quarter. The position peaked at $69K in Q4 2017. 659 funds tracked by Wall St. Rank hold BSV as of Q1 2018.

  • Paulson Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 877 Vanguard Short-Term Bond ETF shares in Q1 2018, an estimated $69K.
  • Paulson Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Vanguard Short-Term Bond ETF position peaked at $69K in Q4 2017.
  • 659 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.