WCG
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Weaver Consulting Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Weaver Consulting 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
Q4 		– Sell
-186
Closed -$16K – 233
2020
Q3 		$16K Hold
186
– – 0.01% 445
2020
Q2 		$16K Hold
186
– – 0.01% 421
2020
Q1 		$15K Hold
186
– – 0.01% 366
2019
Q4 		$15K Sell
186
-50
-21% -$4.04K 0.01% 404
2019
Q3 		$19K Hold
236
– – 0.01% 354
2019
Q2 		$19K Buy
236
+28
+13% +$2.23K 0.01% 347
2019
Q1 		$17K Buy
+208
New +$16.4K ﹤0.01% 780

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