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

Ensemble 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
2018
Q3 		– Sell
-3,416
Closed -$277K – 31
2018
Q2 		$277K Buy
+3,416
New +$276K 0.05% 30

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Ameriprise
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DDSF
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Morgan Stanley
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
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Ensemble Capital Management's BIV Position: Q3 2018 in Review

Ensemble Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2018, closing a stake of 3,416 shares — an estimated $277K sold.

Ensemble Capital Management first reported a position in BIV in Q2 2018 and held it in 1 quarter. The position peaked at $277K in Q2 2018. 379 funds tracked by Wall St. Rank hold BIV as of Q3 2018.

  • Ensemble Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Ensemble Capital Management sold 3,416 Vanguard Intermediate-Term Bond ETF shares in Q3 2018, an estimated $277K.
  • Ensemble Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2018 and held it in 1 quarter.
  • Ensemble Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $277K in Q2 2018.
  • 379 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2018.

Based on Ensemble Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.