Schneider Downs Wealth Management Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Schneider Downs Wealth Management 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 Q2	–	Sell	-3,296	Closed	-$271K	–	139
2021 Q1	$271K	Hold	3,296	–	–	0.07%	104
2020 Q4	$273K	Sell	3,296 -130	-4%	-$10.8K	0.08%	69
2020 Q3	$285K	Hold	3,426	–	–	0.1%	73
2020 Q2	$285K	Hold	3,426	–	–	0.1%	66
2020 Q1	$282K	Sell	3,426 -284	-8%	-$23.1K	0.1%	63
2019 Q4	$299K	Hold	3,710	–	–	0.09%	50
2019 Q3	$300K	Sell	3,710 -1,162	-24%	-$93.7K	0.09%	48
2019 Q2	$392K	Sell	4,872 -344	-7%	-$27.4K	0.14%	42
2019 Q1	$415K	Sell	5,216 -1,284	-20%	-$101K	0.16%	37
2018 Q4	$511K	Sell	6,500 -1,385	-18%	-$108K	0.22%	32
2018 Q3	$615K	Sell	7,885 -2,548	-24%	-$199K	0.39%	25
2018 Q2	$816K	Sell	10,433 -6,162	-37%	-$481K	0.54%	18
2018 Q1	$1.3M	Sell	16,595 -2,008	-11%	-$158K	0.73%	13
2017 Q4	$1.47M	Sell	18,603 -470	-2%	-$37.3K	0.85%	12
2017 Q3	$1.52M	Sell	19,073 -1,792	-9%	-$143K	0.98%	11
2017 Q2	$1.67M	Sell	20,865 -124	-0.6%	-$9.9K	1.09%	11
2017 Q1	$1.67M	Sell	20,989 -889	-4%	-$70.8K	1.14%	12
2016 Q4	$1.74M	Sell	21,878 -4,105	-16%	-$328K	1.18%	11
2016 Q3	$2.1M	Sell	25,983 -125	-0.5%	-$10.1K	1.36%	11
2016 Q2	$2.12M	Sell	26,108 -273	-1%	-$22K	1.43%	8
2016 Q1	$2.13M	Sell	26,381 -774	-3%	-$62K	1.48%	8
2015 Q4	$2.16M	Buy	+27,155	New	+$2.17M	2.5%	8

Other funds holding BSV

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

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

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

PCA

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Schneider Downs Wealth Management Advisors's BSV Position: Q2 2021 in Review

Schneider Downs Wealth Management Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2021, closing a stake of 3,296 shares — an estimated $271K sold.

Schneider Downs Wealth Management Advisors first reported a position in BSV in Q4 2015 and held it in 22 quarters. The position peaked at $2.16M in Q4 2015. 1,027 funds tracked by Wall St. Rank hold BSV as of Q2 2021.

Schneider Downs Wealth Management Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 3,296 Vanguard Short-Term Bond ETF shares in Q2 2021, an estimated $271K.
Schneider Downs Wealth Management Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and held it in 22 quarters.
Schneider Downs Wealth Management Advisors's Vanguard Short-Term Bond ETF position peaked at $2.16M in Q4 2015.
1,027 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2021.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2021, filed 20 Jul 2021.