Beaumont Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Beaumont Financial Advisors’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
2017 Q1	–	Sell	-2,688	Closed	-$223K	–	182
2016 Q4	$223K	Hold	2,688	–	–	0.03%	144
2016 Q3	$236K	Hold	2,688	–	–	0.04%	128
2016 Q2	$237K	Hold	2,688	–	–	0.04%	125
2016 Q1	$232K	Hold	2,688	–	–	0.04%	119
2015 Q4	$223K	Hold	2,688	–	–	0.04%	112
2015 Q3	$225K	Hold	2,688	–	–	0.03%	123
2015 Q2	$225K	Hold	2,688	–	–	0.03%	123
2015 Q1	$232K	Hold	2,688	–	–	0.01%	138
2014 Q4	$228K	Hold	2,688	–	–	0.01%	143
2014 Q3	$226K	Sell	2,688 -2,693	-50%	-$228K	0.01%	147
2014 Q2	$456K	Buy	+5,381	New	+$452K	0.03%	126

Other funds holding BIV

Bank of America

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

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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return