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Oxler Private Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Oxler Private Wealth’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
-607
Closed -$58.8K – 109
2022
Q3 		$58.8K Buy
+607
New +$47K 0.03% 179

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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

Oxler Private Wealth's BIV Position: Q4 2022 in Review

Oxler Private Wealth sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2022, closing a stake of 607 shares — an estimated $58.8K sold.

Oxler Private Wealth first reported a position in BIV in Q3 2022 and held it in 1 quarter. The position peaked at $58.8K in Q3 2022. 688 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

  • Oxler Private Wealth reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 607 Vanguard Intermediate-Term Bond ETF shares in Q4 2022, an estimated $58.8K.
  • Oxler Private Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $58.8K in Q3 2022.
  • 688 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.