Essex Private Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Essex Private Wealth 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
2022 Q1	–	Sell	-7,012	Closed	-$614K	–	37
2021 Q4	$614K	Sell	7,012 -3,716	-35%	-$330K	0.52%	35
2021 Q3	$959K	Sell	10,728 -11,085	-51%	-$1M	0.87%	22
2021 Q2	$1.96M	Sell	21,813 -1,884	-8%	-$168K	1.79%	15
2021 Q1	$2.1M	Sell	23,697 -1,451	-6%	-$132K	2.01%	15
2020 Q4	$2.33M	Buy	25,148 +1,973	+9%	+$184K	2.28%	15
2020 Q3	$2.17M	Buy	23,175 +15,750	+212%	+$1.48M	2.24%	14
2020 Q2	$691K	Buy	+7,425	New	+$680K	0.8%	28

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Essex Private Wealth Management's BIV Position: Q1 2022 in Review

Essex Private Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2022, closing a stake of 7,012 shares — an estimated $614K sold.

Essex Private Wealth Management first reported a position in BIV in Q2 2020 and held it in 7 quarters. The position peaked at $2.33M in Q4 2020. 715 funds tracked by Wall St. Rank hold BIV as of Q1 2022.

Essex Private Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
Essex Private Wealth Management sold 7,012 Vanguard Intermediate-Term Bond ETF shares in Q1 2022, an estimated $614K.
Essex Private Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and held it in 7 quarters.
Essex Private Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.33M in Q4 2020.
715 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2022.

Based on Essex Private Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.