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Berger Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Berger Financial Group’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
Q2 		– Sell
-2,561
Closed -$210K – 247
2022
Q1 		$210K Sell
2,561
-1,147
-31% -$96.8K 0.03% 257
2021
Q4 		$325K Sell
3,708
-1,061
-22% -$94.1K 0.04% 198
2021
Q3 		$427K Sell
4,769
-10
-0.2% -$906 0.08% 130
2021
Q2 		$430K Buy
4,779
+90
+2% +$8.04K 0.08% 132
2021
Q1 		$416K Sell
4,689
-630
-12% -$57.2K 0.09% 129
2020
Q4 		$494K Buy
+5,319
New +$495K 0.09% 129

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Berger Financial Group's BIV Position: Q2 2022 in Review

Berger Financial Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2022, closing a stake of 2,561 shares — an estimated $210K sold.

Berger Financial Group first reported a position in BIV in Q4 2020 and held it in 6 quarters. The position peaked at $494K in Q4 2020. 673 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

  • Berger Financial Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Berger Financial Group sold 2,561 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $210K.
  • Berger Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 6 quarters.
  • Berger Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $494K in Q4 2020.
  • 673 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on Berger Financial Group's 13F filing for Q2 2022, filed 8 Aug 2022.