Polaris Wealth Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Polaris Wealth Advisory Group’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 Q4	–	Sell	-704	Closed	-$55K	–	181
2018 Q3	$55K	Buy	704 +79	+13%	+$6.17K	﹤0.01%	240
2018 Q2	$49K	Hold	625	–	–	﹤0.01%	131
2018 Q1	$49K	Buy	+625	New	+$49.1K	﹤0.01%	219
2014 Q2	–	Sell	-1,361	Closed	-$109K	–	82
2014 Q1	$109K	Sell	1,361 -84	-6%	-$6.74K	0.03%	84
2013 Q4	$115K	Hold	1,445	–	–	0.03%	86
2013 Q3	$116K	Buy	1,445 +460	+47%	+$36.8K	0.04%	72
2013 Q2	$78.9K	Buy	+985	New	+$79.5K	0.03%	73

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PCA

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

Polaris Wealth Advisory Group's BSV Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2018, closing a stake of 704 shares — an estimated $55K sold.

Polaris Wealth Advisory Group first reported a position in BSV in Q2 2013 and held it in 7 quarters. The position peaked at $116K in Q3 2013. 706 funds tracked by Wall St. Rank hold BSV as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 704 Vanguard Short-Term Bond ETF shares in Q4 2018, an estimated $55K.
Polaris Wealth Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 7 quarters.
Polaris Wealth Advisory Group's Vanguard Short-Term Bond ETF position peaked at $116K in Q3 2013.
706 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.