YorkBridge Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-75	Closed	-$6K	–	230
2019 Q2	$6K	Hold	75	–	–	﹤0.01%	637
2019 Q1	$6K	Hold	75	–	–	﹤0.01%	640
2018 Q4	$6K	Hold	75	–	–	﹤0.01%	612
2018 Q3	$6K	Hold	75	–	–	﹤0.01%	641
2018 Q2	$6K	Hold	75	–	–	﹤0.01%	672
2018 Q1	$6K	Hold	75	–	–	﹤0.01%	665
2017 Q4	$6K	Hold	75	–	–	﹤0.01%	682
2017 Q3	$6K	Sell	75 -335	-82%	-$26.8K	﹤0.01%	688
2017 Q2	$33K	Hold	410	–	–	0.02%	428
2017 Q1	$33K	Hold	410	–	–	0.02%	421
2016 Q4	$33K	Buy	+410	New	+$32.8K	0.02%	408

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCA

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TAIM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

YorkBridge Wealth Partners's BSV Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2019, closing a stake of 75 shares — an estimated $6K sold.

YorkBridge Wealth Partners first reported a position in BSV in Q4 2016 and held it in 11 quarters. The position peaked at $33K in Q2 2017. 726 funds tracked by Wall St. Rank hold BSV as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 75 Vanguard Short-Term Bond ETF shares in Q3 2019, an estimated $6K.
YorkBridge Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $33K in Q2 2017.
726 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.