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

Evermay 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
Q4 		– Sell
-1,121
Closed -$82K – 572
2022
Q3 		$82K Sell
1,121
-328
-23% -$25.4K 0.02% 235
2022
Q2 		$113K Sell
1,449
-35,667
-96% -$2.8M 0.02% 208
2022
Q1 		$3.04M Buy
37,116
+35,823
+2,771% +$3.02M 0.51% 23
2021
Q4 		$113K Buy
+1,293
New +$115K 0.02% 221

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Evermay Wealth Management's BIV Position: Q4 2022 in Review

Evermay Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2022, closing a stake of 1,121 shares — an estimated $82K sold.

Evermay Wealth Management first reported a position in BIV in Q4 2021 and held it in 4 quarters. The position peaked at $3.04M in Q1 2022. 688 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

  • Evermay Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 1,121 Vanguard Intermediate-Term Bond ETF shares in Q4 2022, an estimated $82K.
  • Evermay Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 4 quarters.
  • Evermay Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $3.04M in Q1 2022.
  • 688 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on Evermay Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.