Portfolio Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Portfolio Solutions’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 Q3	$6.1M	Buy	83,069 +24,518	+42%	+$1.9M	0.77%	17
2022 Q2	$4.55M	Buy	58,551 +52,332	+841%	+$4.1M	0.58%	22
2022 Q1	$509K	Hold	6,219	–	–	0.07%	33
2021 Q4	$545K	Hold	6,219	–	–	0.07%	28
2021 Q3	$556K	Hold	6,219	–	–	0.07%	28
2021 Q2	$563K	Hold	6,219	–	–	0.07%	29
2021 Q1	$552K	Hold	6,219	–	–	0.07%	25
2020 Q4	$577K	Hold	6,219	–	–	0.08%	24
2020 Q3	$581K	Hold	6,219	–	–	0.08%	34
2020 Q2	$580K	Buy	6,219 +55	+0.9%	+$5.03K	0.08%	34
2020 Q1	$551K	Sell	6,164 -345	-5%	-$30.6K	0.09%	31
2019 Q4	$568K	Hold	6,509	–	–	0.08%	31
2019 Q3	$573K	Hold	6,509	–	–	0.08%	22
2019 Q2	$563K	Hold	6,509	–	–	0.08%	21
2019 Q1	$546K	Buy	6,509 +429	+7%	+$35.3K	0.08%	22
2018 Q4	$494K	Buy	+6,080	New	+$487K	0.08%	29
2018 Q2	–	Sell	-1,623	Closed	-$133K	–	44
2018 Q1	$133K	Buy	+1,623	New	+$133K	0.02%	47

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Portfolio Solutions's BIV Position: Q3 2022 in Review

Portfolio Solutions increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 42% in Q3 2022, buying an estimated $1.9M and bringing the position to 83,069 shares worth $6.1M. The position accounts for 0.77% of the portfolio, ranked #17.

Portfolio Solutions first reported a position in BIV in Q1 2018 and has held it in 17 quarters since. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

Portfolio Solutions held 83,069 shares of Vanguard Intermediate-Term Bond ETF worth $6.1M as of Q3 2022.
Portfolio Solutions bought 24,518 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $1.9M.
Vanguard Intermediate-Term Bond ETF made up 0.77% of Portfolio Solutions's portfolio in Q3 2022, its #17 holding.
Portfolio Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and has held it in 17 quarters since.
656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Portfolio Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.