Meridian Wealth Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Meridian Wealth Partners’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	-2,873	Closed	-$211K	–	87
2022 Q3	$211K	Sell	2,873 -97	-3%	-$7.5K	0.05%	78
2022 Q2	$231K	Sell	2,970 -157	-5%	-$12.3K	0.05%	71
2022 Q1	$256K	Buy	3,127 +115	+4%	+$9.71K	0.05%	66
2021 Q4	$264K	Sell	3,012 -104	-3%	-$9.23K	0.05%	68
2021 Q3	$279K	Buy	3,116 +60	+2%	+$5.43K	0.06%	61
2021 Q2	$275K	Buy	3,056 +529	+21%	+$47.3K	0.06%	64
2021 Q1	$224K	Sell	2,527 -69	-3%	-$6.27K	0.07%	66
2020 Q4	$241K	Sell	2,596 -50	-2%	-$4.66K	0.1%	58
2020 Q3	$247K	Sell	2,646 -273	-9%	-$25.6K	0.12%	54
2020 Q2	$272K	Sell	2,919 -136	-4%	-$12.4K	0.15%	43
2020 Q1	$273K	Buy	3,055 +100	+3%	+$8.87K	0.16%	42
2019 Q4	$258K	Buy	+2,955	New	+$259K	0.16%	50

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

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 Milwaukee, Wisconsin $162B AUM 16.35% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Meridian Wealth Partners's BIV Position: Q4 2022 in Review

Meridian Wealth Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2022, closing a stake of 2,873 shares — an estimated $211K sold.

Meridian Wealth Partners first reported a position in BIV in Q4 2019 and held it in 12 quarters. The position peaked at $279K in Q3 2021. 688 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

Meridian Wealth Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Meridian Wealth Partners sold 2,873 Vanguard Intermediate-Term Bond ETF shares in Q4 2022, an estimated $211K.
Meridian Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 12 quarters.
Meridian Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $279K in Q3 2021.
688 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on Meridian Wealth Partners's 13F filing for Q4 2022, filed 14 Feb 2023.