Quattro Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Quattro Financial 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 Q1	–	Sell	-1,075	Closed	-$84.5K	–	22
2018 Q4	$84.5K	Sell	1,075 -4,909	-82%	-$383K	0.03%	70
2018 Q3	$465K	Hold	5,984	–	–	0.17%	51
2018 Q2	$467K	Buy	5,984 +4,951	+479%	+$387K	0.23%	29
2018 Q1	$80.9K	Buy	+1,033	New	+$81.2K	0.03%	62

Other funds holding BSV

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

TAIM

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

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

Quattro Financial Advisors's BSV Position: Q1 2019 in Review

Quattro Financial Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2019, closing a stake of 1,075 shares — an estimated $84.5K sold.

Quattro Financial Advisors first reported a position in BSV in Q1 2018 and held it in 4 quarters. The position peaked at $467K in Q2 2018. 717 funds tracked by Wall St. Rank hold BSV as of Q1 2019.

Quattro Financial Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2019 after selling out during the quarter.
Quattro Financial Advisors sold 1,075 Vanguard Short-Term Bond ETF shares in Q1 2019, an estimated $84.5K.
Quattro Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and held it in 4 quarters.
Quattro Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $467K in Q2 2018.
717 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2019.

Based on Quattro Financial Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.