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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAIM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Weaver Consulting Group's BSV Position: Q4 2020 in Review

Weaver Consulting Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2020, closing a stake of 186 shares — an estimated $16K sold.

Weaver Consulting Group first reported a position in BSV in Q1 2019 and held it in 7 quarters. The position peaked at $19K in Q3 2019. 995 funds tracked by Wall St. Rank hold BSV as of Q4 2020.

Weaver Consulting Group reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 186 Vanguard Short-Term Bond ETF shares in Q4 2020, an estimated $16K.
Weaver Consulting Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's Vanguard Short-Term Bond ETF position peaked at $19K in Q3 2019.
995 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.