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Vigilare Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Vigilare Wealth 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
2020
Q4 		– Sell
-2,770
Closed -$230K – 151
2020
Q3 		$230K Sell
2,770
-9,270
-77% -$770K 0.24% 105
2020
Q2 		$1M Buy
+12,040
New +$996K 1.02% 26

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

Vigilare Wealth Management's BSV Position: Q4 2020 in Review

Vigilare Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2020, closing a stake of 2,770 shares — an estimated $230K sold.

Vigilare Wealth Management first reported a position in BSV in Q2 2020 and held it in 2 quarters. The position peaked at $1M in Q2 2020. 993 funds tracked by Wall St. Rank hold BSV as of Q4 2020.

  • Vigilare Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Vigilare Wealth Management sold 2,770 Vanguard Short-Term Bond ETF shares in Q4 2020, an estimated $230K.
  • Vigilare Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and held it in 2 quarters.
  • Vigilare Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1M in Q2 2020.
  • 993 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2020.

Based on Vigilare Wealth Management's 13F filing for Q4 2020, filed 14 Jan 2021.