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Oak Grove Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Oak Grove Capital’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
2018
Q4 		– Sell
-1
Closed – – 76
2018
Q3 		$0 Buy
+1
New +$81 ﹤0.01% 159

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oak Grove Capital's BIV Position: Q4 2018 in Review

Oak Grove Capital sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2018, closing a stake of 1 share.

Oak Grove Capital first reported a position in BIV in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 404 funds tracked by Wall St. Rank hold BIV as of Q4 2018.

  • Oak Grove Capital reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Oak Grove Capital sold 1 Vanguard Intermediate-Term Bond ETF share in Q4 2018.
  • Oak Grove Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2018 and held it in 1 quarter.
  • Oak Grove Capital's Vanguard Intermediate-Term Bond ETF position peaked at $0 in Q3 2018.
  • 404 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2018.

Based on Oak Grove Capital's 13F filing for Q4 2018, filed 15 Feb 2019.