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

SVA 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
2018 Q2	–	Sell	-29,020	Closed	-$2.32M	–	213
2018 Q1	$2.32M	Buy	29,020 +7,600	+35%	+$597K	0.29%	82
2017 Q4	$1.69M	Sell	21,420 -7,600	-26%	-$604K	0.2%	101
2017 Q3	$2.32M	Sell	29,020 -2,988	-9%	-$239K	0.29%	82
2017 Q2	$2.56M	Sell	32,008 -553	-2%	-$44.2K	0.33%	77
2017 Q1	$2.6M	Buy	32,561 +2,460	+8%	+$196K	0.35%	76
2016 Q4	$2.39M	Sell	30,101 -3,022	-9%	-$242K	0.36%	78
2016 Q3	$2.68M	Buy	33,123 +1,988	+6%	+$161K	0.42%	73
2016 Q2	$2.52M	Buy	31,135 +204	+0.7%	+$16.4K	0.41%	73
2016 Q1	$2.49M	Sell	30,931 -14,389	-32%	-$1.15M	0.41%	70
2015 Q4	$3.61M	Sell	45,320 -1,357	-3%	-$109K	0.62%	55
2015 Q3	$3.75M	Hold	46,677	–	–	0.7%	49
2015 Q2	$3.74M	Sell	46,677 -2,872	-6%	-$231K	0.69%	53
2015 Q1	$3.99M	Sell	49,549 -70,018	-59%	-$5.62M	0.73%	48
2014 Q4	$9.56M	Buy	119,567 +14,525	+14%	+$1.17M	3.47%	3
2014 Q3	$8.41M	Buy	105,042 +3,212	+3%	+$257K	3.58%	3
2014 Q2	$8.18M	Buy	101,830 +9,022	+10%	+$724K	3.5%	4
2014 Q1	$7.43M	Buy	92,808 +4,253	+5%	+$341K	3.51%	5
2013 Q4	$7.08M	Buy	+88,555	New	+$7.12M	4.22%	5

Other funds holding BSV

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

PCA

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

SVA Wealth Management's BSV Position: Q2 2018 in Review

SVA Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2018, closing a stake of 29,020 shares — an estimated $2.32M sold.

SVA Wealth Management first reported a position in BSV in Q4 2013 and held it in 18 quarters. The position peaked at $9.56M in Q4 2014. 645 funds tracked by Wall St. Rank hold BSV as of Q2 2018.

SVA Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
SVA Wealth Management sold 29,020 Vanguard Short-Term Bond ETF shares in Q2 2018, an estimated $2.32M.
SVA Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2013 and held it in 18 quarters.
SVA Wealth Management's Vanguard Short-Term Bond ETF position peaked at $9.56M in Q4 2014.
645 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2018.

Based on SVA Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.