Verity Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Verity Asset 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
2021 Q3	–	Sell	-14,108	Closed	-$1.16M	–	194
2021 Q2	$1.16M	Sell	14,108 -1,485	-10%	-$122K	0.63%	32
2021 Q1	$1.28M	Sell	15,593 -41,155	-73%	-$3.4M	0.76%	30
2020 Q4	$4.7M	Buy	56,748 +51,692	+1,022%	+$4.28M	3.28%	4
2020 Q3	$420K	Buy	+5,056	New	+$420K	0.32%	79

Other funds holding BSV

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

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

PCA

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Verity Asset Management's BSV Position: Q3 2021 in Review

Verity Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2021, closing a stake of 14,108 shares — an estimated $1.16M sold.

Verity Asset Management first reported a position in BSV in Q3 2020 and held it in 4 quarters. The position peaked at $4.7M in Q4 2020. 1,026 funds tracked by Wall St. Rank hold BSV as of Q3 2021.

Verity Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
Verity Asset Management sold 14,108 Vanguard Short-Term Bond ETF shares in Q3 2021, an estimated $1.16M.
Verity Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and held it in 4 quarters.
Verity Asset Management's Vanguard Short-Term Bond ETF position peaked at $4.7M in Q4 2020.
1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2021.

Based on Verity Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.