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Retirement Planning Company of New England’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-49
Closed -$4K – 286
2021
Q4 		$4K Buy
+49
New +$4.35K ﹤0.01% 768

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Retirement Planning Company of New England's BIV Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2022, closing a stake of 49 shares — an estimated $4K sold.

Retirement Planning Company of New England first reported a position in BIV in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 715 funds tracked by Wall St. Rank hold BIV as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 49 Vanguard Intermediate-Term Bond ETF shares in Q1 2022, an estimated $4K.
  • Retirement Planning Company of New England first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Vanguard Intermediate-Term Bond ETF position peaked at $4K in Q4 2021.
  • 715 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.