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Bryn Mawr Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bryn Mawr Capital 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
Q4 		– Sell
-2,821
Closed -$204K – 402
2023
Q3 		$204K Buy
+2,821
New +$209K 0.01% 373

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Northwestern Mutual Wealth Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bryn Mawr Capital Management's BIV Position: Q4 2023 in Review

Bryn Mawr Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023, closing a stake of 2,821 shares — an estimated $204K sold.

Bryn Mawr Capital Management first reported a position in BIV in Q3 2023 and held it in 1 quarter. The position peaked at $204K in Q3 2023. 822 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

  • Bryn Mawr Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Bryn Mawr Capital Management sold 2,821 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $204K.
  • Bryn Mawr Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and held it in 1 quarter.
  • Bryn Mawr Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $204K in Q3 2023.
  • 822 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Bryn Mawr Capital Management's 13F filing for Q4 2023, filed 2 Feb 2024.