TPG Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

TPG Financial 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	-4,505	Closed	-$370K	–	37
2021 Q1	$370K	Sell	4,505 -281	-6%	-$23.2K	0.26%	31
2020 Q4	$397K	Sell	4,786 -188	-4%	-$15.6K	0.29%	29
2020 Q3	$413K	Sell	4,974 -65	-1%	-$5.4K	0.35%	26
2020 Q2	$419K	Sell	5,039 -1,126	-18%	-$93.1K	0.38%	26
2020 Q1	$507K	Hold	6,165	–	–	0.5%	27
2019 Q4	$497K	Sell	6,165 -82	-1%	-$6.62K	0.41%	32
2019 Q3	$505K	Sell	6,247 -25	-0.4%	-$2.02K	0.45%	30
2019 Q2	$505K	Sell	6,272 -322	-5%	-$25.7K	0.46%	27
2019 Q1	$523K	Sell	6,594 -3,609	-35%	-$285K	0.51%	27
2018 Q4	$802K	Buy	+10,203	New	+$796K	0.87%	23

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

TPG Financial Advisors's BSV Position: Q2 2021 in Review

TPG Financial Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2021, closing a stake of 4,505 shares — an estimated $370K sold.

TPG Financial Advisors first reported a position in BSV in Q4 2018 and held it in 10 quarters. The position peaked at $802K in Q4 2018. 1,026 funds tracked by Wall St. Rank hold BSV as of Q2 2021.

TPG Financial Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
TPG Financial Advisors sold 4,505 Vanguard Short-Term Bond ETF shares in Q2 2021, an estimated $370K.
TPG Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and held it in 10 quarters.
TPG Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $802K in Q4 2018.
1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2021.

Based on TPG Financial Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.