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Retirement Planning Company of New England’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Retirement Planning Company of New England’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
2022
Q2 		– Sell
-2,573
Closed -$200K – 215
2022
Q1 		$200K Sell
2,573
-298
-10% -$23.7K 0.11% 220
2021
Q4 		$232K Buy
+2,871
New +$234K 0.11% 191

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Bank of America
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PCA
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Retirement Planning Company of New England's BSV Position: Q2 2022 in Review

Retirement Planning Company of New England sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 2,573 shares — an estimated $200K sold.

Retirement Planning Company of New England first reported a position in BSV in Q4 2021 and held it in 2 quarters. The position peaked at $232K in Q4 2021. 1,158 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

  • Retirement Planning Company of New England reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 2,573 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $200K.
  • Retirement Planning Company of New England first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 2 quarters.
  • Retirement Planning Company of New England's Vanguard Short-Term Bond ETF position peaked at $232K in Q4 2021.
  • 1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Retirement Planning Company of New England's 13F filing for Q2 2022, filed 12 Aug 2022.