Red Door Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Red Door Wealth Management’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 Q3	–	Sell	-200	Closed	-$16K	–	218
2021 Q2	$16K	Buy	+200	New	+$16.5K	0.01%	388
2020 Q3	–	Sell	-200	Closed	-$16K	–	143
2020 Q2	$16K	Hold	200	–	–	0.01%	265
2020 Q1	$16K	Sell	200 -4,250	-96%	-$345K	0.02%	246
2019 Q4	$359K	Buy	+4,450	New	+$359K	0.32%	71

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

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

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Red Door Wealth Management's BSV Position: Q3 2021 in Review

Red Door Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2021, closing a stake of 200 shares — an estimated $16K sold.

Red Door Wealth Management first reported a position in BSV in Q4 2019 and held it in 4 quarters. The position peaked at $359K in Q4 2019. 1,026 funds tracked by Wall St. Rank hold BSV as of Q3 2021.

Red Door Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
Red Door Wealth Management sold 200 Vanguard Short-Term Bond ETF shares in Q3 2021, an estimated $16K.
Red Door Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 4 quarters.
Red Door Wealth Management's Vanguard Short-Term Bond ETF position peaked at $359K in Q4 2019.
1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.