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

Aevitas Wealth Management’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
2019 Q2	–	Sell	-300	Closed	-$25K	–	124
2019 Q1	$25K	Hold	300	–	–	0.02%	240
2018 Q4	$24K	Hold	300	–	–	0.02%	235
2018 Q3	$24K	Hold	300	–	–	0.02%	270
2018 Q2	$24K	Hold	300	–	–	0.02%	257
2018 Q1	$25K	Hold	300	–	–	0.03%	234
2017 Q4	$25K	Buy	+300	New	+$25.3K	0.02%	238

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Aevitas Wealth Management's BIV Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2019, closing a stake of 300 shares — an estimated $25K sold.

Aevitas Wealth Management first reported a position in BIV in Q4 2017 and held it in 6 quarters. The position peaked at $25K in Q1 2019. 418 funds tracked by Wall St. Rank hold BIV as of Q2 2019.

Aevitas Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 300 Vanguard Intermediate-Term Bond ETF shares in Q2 2019, an estimated $25K.
Aevitas Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $25K in Q1 2019.
418 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.