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

Valley Brook 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
2021
Q2 		– Sell
-200
Closed -$16K – 150
2021
Q1 		$16K Buy
+200
New +$16.5K 0.01% 324

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
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
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Valley Brook Capital Group's BSV Position: Q2 2021 in Review

Valley Brook Capital Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2021, closing a stake of 200 shares — an estimated $16K sold.

Valley Brook Capital Group first reported a position in BSV in Q1 2021 and held it in 1 quarter. The position peaked at $16K in Q1 2021. 1,026 funds tracked by Wall St. Rank hold BSV as of Q2 2021.

  • Valley Brook Capital Group reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 200 Vanguard Short-Term Bond ETF shares in Q2 2021, an estimated $16K.
  • Valley Brook Capital Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and held it in 1 quarter.
  • Valley Brook Capital Group's Vanguard Short-Term Bond ETF position peaked at $16K in Q1 2021.
  • 1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.