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

Atticus 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
2023 Q3	–	Sell	-885	Closed	-$66.6K	–	585
2023 Q2	$66.6K	Sell	885 -250	-22%	-$19K	0.02%	228
2023 Q1	$87.1K	Buy	1,135 +39	+4%	+$2.95K	0.03%	187
2022 Q4	$81.5K	Sell	1,096 -3,453	-76%	-$256K	0.03%	194
2022 Q3	$353K	Hold	4,549	–	–	0.17%	79
2022 Q2	$353K	Sell	4,549 -1,174	-21%	-$92.1K	0.15%	93
2022 Q1	$469K	Buy	5,723 +498	+10%	+$42K	0.17%	90
2021 Q4	$458K	Buy	5,225 +778	+17%	+$69K	0.18%	78
2021 Q3	$398K	Buy	4,447 +2,984	+204%	+$270K	0.17%	68
2021 Q2	$132K	Buy	1,463 +900	+160%	+$80.4K	0.06%	143
2021 Q1	$50K	Buy	563 +28	+5%	+$2.54K	0.02%	212
2020 Q4	$50K	Buy	+535	New	+$49.8K	0.03%	212

Other funds holding BIV

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UCFA

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atticus Wealth Management's BIV Position: Q3 2023 in Review

Atticus Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 885 shares — an estimated $66.6K sold.

Atticus Wealth Management first reported a position in BIV in Q4 2020 and held it in 11 quarters. The position peaked at $469K in Q1 2022. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

Atticus Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Atticus Wealth Management sold 885 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $66.6K.
Atticus Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 11 quarters.
Atticus Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $469K in Q1 2022.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Atticus Wealth Management's 13F filing for Q3 2023, filed 16 Oct 2023.