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

Laidlaw 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
2023 Q3	–	Sell	-13,202	Closed	-$993K	–	274
2023 Q2	$993K	Sell	13,202 -222	-2%	-$16.9K	0.19%	122
2023 Q1	$1.03M	Sell	13,424 -363	-3%	-$27.5K	0.21%	121
2022 Q4	$1.02M	Sell	13,787 -993	-7%	-$73.6K	0.22%	118
2022 Q3	$1.09M	Sell	14,780 -1,064	-7%	-$82.3K	0.25%	108
2022 Q2	$1.23M	Buy	15,844 +5,435	+52%	+$426K	0.25%	108
2022 Q1	$852K	Sell	10,409 -3,283	-24%	-$277K	0.14%	154
2021 Q4	$1.2M	Buy	+13,692	New	+$1.21M	0.19%	130
2021 Q1	–	Sell	-19,370	Closed	-$1.8M	–	231
2020 Q4	$1.8M	Buy	19,370 +7,171	+59%	+$668K	0.38%	71
2020 Q3	$1.14M	Buy	12,199 +5	+0%	+$468	0.51%	65
2020 Q2	$1.14M	Sell	12,194 -186	-2%	-$17K	0.59%	58
2020 Q1	$1.11M	Sell	12,380 -2,050	-14%	-$182K	0.72%	47
2019 Q4	$1.26M	Buy	+14,430	New	+$1.26M	0.8%	42

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Laidlaw Wealth Management's BIV Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 13,202 shares — an estimated $993K sold.

Laidlaw Wealth Management first reported a position in BIV in Q4 2019 and held it in 12 quarters. The position peaked at $1.8M in Q4 2020. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

Laidlaw Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 13,202 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $993K.
Laidlaw Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 12 quarters.
Laidlaw Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.8M in Q4 2020.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.