Whitegate Investment Counselors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Whitegate Investment Counselors’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 Q4	–	Sell	-5,557	Closed	-$455K	–	82
2021 Q3	$455K	Buy	5,557 +32	+0.6%	+$2.63K	0.06%	163
2021 Q2	$454K	Hold	5,525	–	–	0.06%	165
2021 Q1	$454K	Hold	5,525	–	–	0.07%	159
2020 Q4	$458K	Hold	5,525	–	–	0.07%	152
2020 Q3	$459K	Hold	5,525	–	–	0.08%	146
2020 Q2	$459K	Hold	5,525	–	–	0.09%	142
2020 Q1	$454K	Hold	5,525	–	–	0.11%	135
2019 Q4	$445K	Sell	5,525 -125	-2%	-$10.1K	0.08%	152
2019 Q3	$456K	Sell	5,650 -50	-0.9%	-$4.03K	0.09%	142
2019 Q2	$459K	Hold	5,700	–	–	0.09%	136
2019 Q1	$454K	Hold	5,700	–	–	0.09%	137
2018 Q4	$448K	Sell	5,700 -67	-1%	-$5.22K	0.1%	135
2018 Q3	$450K	Sell	5,767 -40	-0.7%	-$3.13K	0.09%	137
2018 Q2	$454K	Hold	5,807	–	–	0.09%	135
2018 Q1	$456K	Hold	5,807	–	–	0.1%	134
2017 Q4	$459K	Hold	5,807	–	–	0.1%	132
2017 Q3	$464K	Hold	5,807	–	–	0.1%	129
2017 Q2	$464K	Hold	5,807	–	–	0.1%	125
2017 Q1	$463K	Hold	5,807	–	–	0.11%	125
2016 Q4	$461K	Hold	5,807	–	–	0.12%	116
2016 Q3	$469K	Hold	5,807	–	–	0.13%	114
2016 Q2	$471K	Buy	+5,807	New	+$468K	0.13%	112
2014 Q1	$484K	Buy	+6,007	New	+$482K	0.13%	111

Other funds holding BSV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PCA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TAIM

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Whitegate Investment Counselors's BSV Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2021, closing a stake of 5,557 shares — an estimated $455K sold.

Whitegate Investment Counselors first reported a position in BSV in Q1 2014 and held it in 23 quarters. The position peaked at $484K in Q1 2014. 1,164 funds tracked by Wall St. Rank hold BSV as of Q4 2021.

Whitegate Investment Counselors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
Whitegate Investment Counselors sold 5,557 Vanguard Short-Term Bond ETF shares in Q4 2021, an estimated $455K.
Whitegate Investment Counselors first reported a position in Vanguard Short-Term Bond ETF in Q1 2014 and held it in 23 quarters.
Whitegate Investment Counselors's Vanguard Short-Term Bond ETF position peaked at $484K in Q1 2014.
1,164 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.