Proficio Capital Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Proficio Capital Partners’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 Q3	–	Sell	-693	Closed	-$56K	–	339
2019 Q2	$56K	Hold	693	–	–	0.02%	330
2019 Q1	$55K	Hold	693	–	–	0.02%	312
2018 Q4	$54K	Hold	693	–	–	0.02%	278
2018 Q3	$54K	Hold	693	–	–	0.02%	331
2018 Q2	$54K	Sell	693 -1,857	-73%	-$145K	0.02%	331
2018 Q1	$200K	Hold	2,550	–	–	0.06%	128
2017 Q4	$202K	Hold	2,550	–	–	0.07%	128
2017 Q3	$204K	Hold	2,550	–	–	0.08%	156
2017 Q2	$204K	Buy	+2,550	New	+$204K	0.08%	174

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

Proficio Capital Partners's BSV Position: Q3 2019 in Review

Proficio Capital Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2019, closing a stake of 693 shares — an estimated $56K sold.

Proficio Capital Partners first reported a position in BSV in Q2 2017 and held it in 9 quarters. The position peaked at $204K in Q3 2017. 726 funds tracked by Wall St. Rank hold BSV as of Q3 2019.

Proficio Capital Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 693 Vanguard Short-Term Bond ETF shares in Q3 2019, an estimated $56K.
Proficio Capital Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2017 and held it in 9 quarters.
Proficio Capital Partners's Vanguard Short-Term Bond ETF position peaked at $204K in Q3 2017.
726 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.