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BWM
Brickley Wealth Management’s
Vanguard Intermediate-Term Bond ETF
BIV
Stock Holding History
Brickley Wealth Management’s Portfolio
BIV Stock Details
BIV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-80,092
Closed
-$7.02M
–
47
2021
Q4
$7.02M
Buy
80,092
+8,818
+12%
+$782K
1.5%
15
2021
Q3
$6.38M
Buy
71,274
+1,578
+2%
+$143K
1.6%
15
2021
Q2
$6.27M
Buy
69,696
+3,753
+6%
+$335K
1.58%
15
2021
Q1
$5.85M
Buy
65,943
+1,476
+2%
+$134K
1.57%
15
2020
Q4
$5.99M
Buy
64,467
+5,983
+10%
+$557K
1.65%
15
2020
Q3
$5.45M
Buy
58,484
+3,854
+7%
+$361K
1.52%
13
2020
Q2
$5.09M
Sell
54,630
-1,091
-2%
-$99.9K
1.71%
15
2020
Q1
$4.98M
Buy
55,721
+4,134
+8%
+$367K
2.07%
15
2019
Q4
$4.5M
Buy
51,587
+1,266
+3%
+$111K
1.64%
15
2019
Q3
$4.43M
Buy
50,321
+1,014
+2%
+$88.6K
1.81%
14
2019
Q2
$4.26M
Buy
49,307
+7,450
+18%
+$629K
1.78%
14
2019
Q1
$3.51M
Buy
41,857
+1,606
+4%
+$132K
1.55%
14
2018
Q4
$3.27M
Buy
40,251
+12,472
+45%
+$999K
1.6%
14
2018
Q3
$2.24M
Buy
27,779
+5,079
+22%
+$411K
1.05%
15
2018
Q2
$1.84M
Buy
22,700
+6,908
+44%
+$558K
0.85%
17
2018
Q1
$1.29M
Buy
15,792
+12,093
+327%
+$992K
0.65%
17
2017
Q4
$310K
Buy
+3,699
New
+$312K
0.16%
20
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$3.45B AUM
12.55%
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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