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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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return