Legacy Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Legacy Advisors’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
2019 Q3	–	Sell	-154	Closed	-$13K	–	137
2019 Q2	$13K	Hold	154	–	–	0.01%	288
2019 Q1	$13K	Buy	+154	New	+$12.7K	﹤0.01%	308
2018 Q4	–	Sell	-517	Closed	-$42K	–	146
2018 Q3	$42K	Hold	517	–	–	0.02%	246
2018 Q2	$42K	Hold	517	–	–	0.03%	199
2018 Q1	$42K	Hold	517	–	–	0.03%	171
2017 Q4	$43K	Hold	517	–	–	0.04%	134
2017 Q3	$43K	Hold	517	–	–	0.05%	112
2017 Q2	$43K	Hold	517	–	–	0.05%	106
2017 Q1	$43K	Hold	517	–	–	0.06%	100
2016 Q4	$42K	Buy	+517	New	+$43.9K	0.06%	106

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Legacy Advisors's BIV Position: Q3 2019 in Review

Legacy Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2019, closing a stake of 154 shares — an estimated $13K sold.

Legacy Advisors first reported a position in BIV in Q4 2016 and held it in 10 quarters. The position peaked at $43K in Q4 2017. 407 funds tracked by Wall St. Rank hold BIV as of Q3 2019.

Legacy Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2019 after selling out during the quarter.
Legacy Advisors sold 154 Vanguard Intermediate-Term Bond ETF shares in Q3 2019, an estimated $13K.
Legacy Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and held it in 10 quarters.
Legacy Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $43K in Q4 2017.
407 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.