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Asset Planning Services (Pennsylvania)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q3 		– Sell
-13
Closed -$1K – 269
2019
Q2 		$1K Buy
+13
New +$1.1K ﹤0.01% 250
2017
Q4 		– Sell
-11
Closed -$1K – 272
2017
Q3 		$1K Buy
+11
New +$934 ﹤0.01% 282

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s BIV Position: Q3 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2019, closing a stake of 13 shares — an estimated $1K sold.

Asset Planning Services (Pennsylvania) first reported a position in BIV in Q3 2017 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 407 funds tracked by Wall St. Rank hold BIV as of Q3 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 13 Vanguard Intermediate-Term Bond ETF shares in Q3 2019, an estimated $1K.
  • Asset Planning Services (Pennsylvania) first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2017 and held it in 2 quarters.
  • Asset Planning Services (Pennsylvania)'s Vanguard Intermediate-Term Bond ETF position peaked at $1K in Q2 2019.
  • 407 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2019, filed 8 Nov 2019.