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	–	1284
2018 Q1	$247K	Hold	3,015	–	–	0.07%	114
2017 Q4	$253K	Hold	3,015	–	–	0.08%	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	0.06%	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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Proficio Capital Partners's BIV Position: Q2 2018 in Review

Proficio Capital Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2018, closing a stake of 3,015 shares — an estimated $247K sold.

Proficio Capital Partners first reported a position in BIV in Q2 2016 and held it in 8 quarters. The position peaked at $255K in Q3 2017. 383 funds tracked by Wall St. Rank hold BIV as of Q2 2018.

Proficio Capital Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
Proficio Capital Partners sold 3,015 Vanguard Intermediate-Term Bond ETF shares in Q2 2018, an estimated $247K.
Proficio Capital Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2016 and held it in 8 quarters.
Proficio Capital Partners's Vanguard Intermediate-Term Bond ETF position peaked at $255K in Q3 2017.
383 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2018.

Based on Proficio Capital Partners's 13F filing for Q2 2018, filed 10 Aug 2018.