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

Veracity Capital’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
2020 Q4	–	Sell	-10,306	Closed	-$856K	–	255
2020 Q3	$856K	Buy	+10,306	New	+$856K	0.23%	112
2020 Q2	–	Sell	-3,228	Closed	-$265K	–	240
2020 Q1	$265K	Sell	3,228 -526	-14%	-$42.7K	0.08%	158
2019 Q4	$303K	Buy	+3,754	New	+$303K	0.08%	174

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

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

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

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Veracity Capital's BSV Position: Q4 2020 in Review

Veracity Capital sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2020, closing a stake of 10,306 shares — an estimated $856K sold.

Veracity Capital first reported a position in BSV in Q4 2019 and held it in 3 quarters. The position peaked at $856K in Q3 2020. 993 funds tracked by Wall St. Rank hold BSV as of Q4 2020.

Veracity Capital reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
Veracity Capital sold 10,306 Vanguard Short-Term Bond ETF shares in Q4 2020, an estimated $856K.
Veracity Capital first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 3 quarters.
Veracity Capital's Vanguard Short-Term Bond ETF position peaked at $856K in Q3 2020.
993 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2020.

Based on Veracity Capital's 13F filing for Q4 2020, filed 25 Jan 2021.