Wealth Alliance Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wealth Alliance Advisory Group’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 Q2	–	Sell	-3,359	Closed	-$276K	–	128
2020 Q1	$276K	Hold	3,359	–	–	0.21%	75
2019 Q4	$271K	Hold	3,359	–	–	0.15%	104
2019 Q3	$271K	Hold	3,359	–	–	0.17%	92
2019 Q2	$270K	Hold	3,359	–	–	0.17%	100
2019 Q1	$267K	Hold	3,359	–	–	0.17%	98
2018 Q4	$264K	Hold	3,359	–	–	0.2%	89
2018 Q3	$262K	Hold	3,359	–	–	0.13%	111
2018 Q2	$263K	Hold	3,359	–	–	0.14%	105
2018 Q1	$263K	Hold	3,359	–	–	0.15%	93
2017 Q4	$266K	Buy	+3,359	New	+$267K	0.24%	75

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Alliance Advisory Group's BSV Position: Q2 2020 in Review

Wealth Alliance Advisory Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2020, closing a stake of 3,359 shares — an estimated $276K sold.

Wealth Alliance Advisory Group first reported a position in BSV in Q4 2017 and held it in 10 quarters. The position peaked at $276K in Q1 2020. 859 funds tracked by Wall St. Rank hold BSV as of Q2 2020.

Wealth Alliance Advisory Group reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2020 after selling out during the quarter.
Wealth Alliance Advisory Group sold 3,359 Vanguard Short-Term Bond ETF shares in Q2 2020, an estimated $276K.
Wealth Alliance Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 10 quarters.
Wealth Alliance Advisory Group's Vanguard Short-Term Bond ETF position peaked at $276K in Q1 2020.
859 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2020.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2020, filed 8 Jul 2020.