Personal CFO Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Personal CFO Solutions’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
2022 Q2	–	Sell	-2,603	Closed	-$203K	–	442
2022 Q1	$203K	Sell	2,603 -26	-1%	-$2.06K	0.04%	437
2021 Q4	$213K	Buy	+2,629	New	+$214K	0.04%	422
2020 Q3	–	Sell	-5,933	Closed	-$493K	–	163
2020 Q2	$493K	Hold	5,933	–	–	0.15%	132
2020 Q1	$488K	Sell	5,933 -500	-8%	-$40.6K	0.18%	121
2019 Q4	$519K	Sell	6,433 -2,021	-24%	-$163K	0.15%	146
2019 Q3	$683K	Buy	+8,454	New	+$682K	0.27%	88

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

PCA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TAIM

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

Personal CFO Solutions's BSV Position: Q2 2022 in Review

Personal CFO Solutions sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 2,603 shares — an estimated $203K sold.

Personal CFO Solutions first reported a position in BSV in Q3 2019 and held it in 6 quarters. The position peaked at $683K in Q3 2019. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Personal CFO Solutions reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Personal CFO Solutions sold 2,603 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $203K.
Personal CFO Solutions first reported a position in Vanguard Short-Term Bond ETF in Q3 2019 and held it in 6 quarters.
Personal CFO Solutions's Vanguard Short-Term Bond ETF position peaked at $683K in Q3 2019.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Personal CFO Solutions's 13F filing for Q2 2022, filed 5 Aug 2022.