RPg Family Wealth Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

RPg Family Wealth Advisory’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
2016 Q4	–	Sell	-442	Closed	-$35.7K	–	265
2016 Q3	$35.7K	Hold	442	–	–	0.03%	142
2016 Q2	$35.8K	Buy	+442	New	+$35.6K	0.02%	150
2016 Q1	–	Sell	-534	Closed	-$42.5K	–	257
2015 Q4	$42.5K	Buy	+534	New	+$42.7K	0.04%	106

Other funds holding BSV

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

RPg Family Wealth Advisory's BSV Position: Q4 2016 in Review

RPg Family Wealth Advisory sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2016, closing a stake of 442 shares — an estimated $35.7K sold.

RPg Family Wealth Advisory first reported a position in BSV in Q4 2015 and held it in 3 quarters. The position peaked at $42.5K in Q4 2015. 554 funds tracked by Wall St. Rank hold BSV as of Q4 2016.

RPg Family Wealth Advisory reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2016 after selling out during the quarter.
RPg Family Wealth Advisory sold 442 Vanguard Short-Term Bond ETF shares in Q4 2016, an estimated $35.7K.
RPg Family Wealth Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and held it in 3 quarters.
RPg Family Wealth Advisory's Vanguard Short-Term Bond ETF position peaked at $42.5K in Q4 2015.
554 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2016.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2016, filed 13 Feb 2017.