Proficio Capital Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Proficio Capital 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
2018 Q2	–	Sell	-3,015	Closed	-$247K	–	1285
2018 Q1	$247K	Hold	3,015	–	–	0.1%	114
2017 Q4	$253K	Hold	3,015	–	–	0.1%	111
2017 Q3	$255K	Buy	3,015 +625	+26%	+$53.1K	0.1%	123
2017 Q2	$203K	Buy	2,390 +1,200	+101%	+$101K	0.08%	176
2017 Q1	$101K	Sell	1,190 -479	-29%	-$39.9K	0.04%	250
2016 Q4	$139K	Sell	1,669 -631	-27%	-$53.6K	0.07%	156
2016 Q3	$202K	Hold	2,300	–	–	0.12%	122
2016 Q2	$202K	Buy	+2,300	New	+$199K	0.13%	121

Other funds holding BIV

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return