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

Legacy Financial 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
2022
Q4 		– Sell
-53,353
Closed -$3.92M – 244
2022
Q3 		$3.92M Buy
+53,353
New +$4.13M 0.94% 15
2022
Q2 		– Sell
-17,383
Closed -$1.42M – 224
2022
Q1 		$1.42M Buy
+17,383
New +$1.47M 0.32% 31

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

Legacy Financial Advisors's BIV Position: Q4 2022 in Review

Legacy Financial Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2022, closing a stake of 53,353 shares — an estimated $3.92M sold.

Legacy Financial Advisors first reported a position in BIV in Q1 2022 and held it in 2 quarters. The position peaked at $3.92M in Q3 2022. 689 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

  • Legacy Financial Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Legacy Financial Advisors sold 53,353 Vanguard Intermediate-Term Bond ETF shares in Q4 2022, an estimated $3.92M.
  • Legacy Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and held it in 2 quarters.
  • Legacy Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $3.92M in Q3 2022.
  • 689 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on Legacy Financial Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.