Ranch Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ranch Capital 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
2021 Q4	–	Sell	-170	Closed	-$14K	–	210
2021 Q3	$14K	Hold	170	–	–	0.01%	418
2021 Q2	$13K	Hold	170	–	–	0.01%	589
2021 Q1	$13K	Hold	170	–	–	0.01%	577
2020 Q4	$14K	Hold	170	–	–	0.01%	561
2020 Q3	$14K	Hold	170	–	–	0.01%	553
2020 Q2	$14K	Sell	170 -23	-12%	-$1.9K	0.01%	564
2020 Q1	$15K	Buy	193 +23	+14%	+$1.87K	0.01%	490
2019 Q4	$14K	Buy	+170	New	+$13.7K	0.01%	603

Other funds holding BSV

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

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

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

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

PCA

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TAIM

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Ranch Capital Advisors's BSV Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2021, closing a stake of 170 shares — an estimated $14K sold.

Ranch Capital Advisors first reported a position in BSV in Q4 2019 and held it in 8 quarters. The position peaked at $15K in Q1 2020. 1,164 funds tracked by Wall St. Rank hold BSV as of Q4 2021.

Ranch Capital Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 170 Vanguard Short-Term Bond ETF shares in Q4 2021, an estimated $14K.
Ranch Capital Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's Vanguard Short-Term Bond ETF position peaked at $15K in Q1 2020.
1,164 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.