ACG Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

ACG Wealth’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-319	Closed	-$25K	–	311
2022 Q2	$25K	Buy	+319	New	+$25K	0.01%	536
2021 Q1	–	Sell	-2,467	Closed	-$229K	–	324
2020 Q4	$229K	Buy	+2,467	New	+$230K	0.03%	273
2020 Q3	–	Sell	-2,650	Closed	-$247K	–	298
2020 Q2	$247K	Sell	2,650 -661	-20%	-$60.5K	0.04%	231
2020 Q1	$296K	Buy	3,311 +2	+0.1%	+$177	0.06%	228
2019 Q4	$289K	Sell	3,309 -10	-0.3%	-$876	0.04%	261
2019 Q3	$292K	Buy	3,319 +3	+0.1%	+$262	0.04%	265
2019 Q2	$287K	Buy	3,316 +570	+21%	+$48.2K	0.04%	279
2019 Q1	$231K	Buy	2,746 +209	+8%	+$17.2K	0.03%	297
2018 Q4	$206K	Buy	+2,537	New	+$203K	0.03%	287
2017 Q3	–	Sell	-3,914	Closed	-$331K	–	294
2017 Q2	$331K	Buy	+3,914	New	+$331K	0.05%	220

Other funds holding BIV

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

ACG Wealth's BIV Position: Q3 2022 in Review

ACG Wealth sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 319 shares — an estimated $25K sold.

ACG Wealth first reported a position in BIV in Q2 2017 and held it in 10 quarters. The position peaked at $331K in Q2 2017. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

ACG Wealth reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 319 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $25K.
ACG Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2017 and held it in 10 quarters.
ACG Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $331K in Q2 2017.
656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.