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

Vigilant Capital 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	-109	Closed	-$9K	–	793
2021 Q2	$9K	Buy	+109	New	+$8.97K	﹤0.01%	365
2019 Q3	–	Sell	-250	Closed	-$20K	–	376
2019 Q2	$20K	Hold	250	–	–	﹤0.01%	321
2019 Q1	$20K	Buy	+250	New	+$19.7K	﹤0.01%	329
2018 Q4	–	Sell	-13	Closed	-$1K	–	441
2018 Q3	$1K	Buy	+13	New	+$1.02K	﹤0.01%	448

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

Vigilant Capital Management's BSV Position: Q3 2021 in Review

Vigilant Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2021, closing a stake of 109 shares — an estimated $9K sold.

Vigilant Capital Management first reported a position in BSV in Q3 2018 and held it in 4 quarters. The position peaked at $20K in Q2 2019. 1,026 funds tracked by Wall St. Rank hold BSV as of Q3 2021.

Vigilant Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
Vigilant Capital Management sold 109 Vanguard Short-Term Bond ETF shares in Q3 2021, an estimated $9K.
Vigilant Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and held it in 4 quarters.
Vigilant Capital Management's Vanguard Short-Term Bond ETF position peaked at $20K in Q2 2019.
1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2021.

Based on Vigilant Capital Management's 13F filing for Q3 2021, filed 8 Oct 2021.