Ruggie Capital Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ruggie Capital Group’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	-48	Closed	-$4K	–	190
2018 Q4	$4K	Buy	+48	New	+$3.74K	﹤0.01%	387
2017 Q4	–	Sell	-528	Closed	-$42K	–	313
2017 Q3	$42K	Sell	528 -159	-23%	-$12.7K	0.03%	135
2017 Q2	$55K	Buy	+687	New	+$54.9K	0.04%	127
2015 Q4	–	Sell	-424	Closed	-$34K	–	28
2015 Q3	$34K	Sell	424 -79	-16%	-$6.33K	0.03%	91
2015 Q2	$40K	Buy	+503	New	+$40.4K	0.03%	97

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

Ruggie Capital Group's BSV Position: Q1 2019 in Review

Ruggie Capital Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2019, closing a stake of 48 shares — an estimated $4K sold.

Ruggie Capital Group first reported a position in BSV in Q2 2015 and held it in 5 quarters. The position peaked at $55K in Q2 2017. 717 funds tracked by Wall St. Rank hold BSV as of Q1 2019.

Ruggie Capital Group reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2019 after selling out during the quarter.
Ruggie Capital Group sold 48 Vanguard Short-Term Bond ETF shares in Q1 2019, an estimated $4K.
Ruggie Capital Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2015 and held it in 5 quarters.
Ruggie Capital Group's Vanguard Short-Term Bond ETF position peaked at $55K in Q2 2017.
717 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.