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

Vivaldi 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
Q2 		– Sell
-3,162
Closed -$260K – 346
2021
Q1 		$260K Sell
3,162
-794
-20% -$65.5K 0.05% 201
2020
Q4 		$328K Hold
3,956
– – 0.07% 173
2020
Q3 		$327K Buy
3,956
+1,305
+49% +$108K 0.07% 184
2020
Q2 		$220K Buy
+2,651
New +$219K 0.05% 227
2019
Q4 		– Sell
-4,352
Closed -$352K – 221
2019
Q3 		$352K Buy
+4,352
New +$351K 0.08% 157
2019
Q2 		– Sell
-17,360
Closed -$1.38M – 239
2019
Q1 		$1.38M Buy
17,360
+7,476
+76% +$590K 0.38% 66
2018
Q4 		$777K Buy
+9,884
New +$771K 0.34% 66
2017
Q3 		– Sell
-2,853
Closed -$228 – 88
2017
Q2 		$228 Buy
+2,853
New +$228K ﹤0.01% 78

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Bank of America
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JP Morgan Chase
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Wells Fargo
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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