Platte River Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Platte River 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
2019 Q4	$236K	Buy	+2,906	New	+$235K	0.12%	117

Other funds holding BSV

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCA

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TAIM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Platte River Wealth Advisors's BSV Position: Q4 2019 in Review

Platte River Wealth Advisors opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q4 2019: 2,906 shares worth $236K. The stake represents 0.12% of the portfolio and ranks #117 among its holdings.

827 funds tracked by Wall St. Rank hold BSV as of Q4 2019.

Platte River Wealth Advisors held 2,906 shares of Vanguard Short-Term Bond ETF worth $236K as of Q4 2019.
Vanguard Short-Term Bond ETF was a new Platte River Wealth Advisors position in Q4 2019.
Vanguard Short-Term Bond ETF made up 0.12% of Platte River Wealth Advisors's portfolio in Q4 2019, its #117 holding.
827 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2019.

Based on Platte River Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.