Santori & Peters Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Santori & Peters Inc’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
2024 Q1	–	Sell	-2,844	Closed	-$217K	–	61
2023 Q4	$217K	Buy	2,844 +45	+2%	+$3.3K	0.1%	56
2023 Q3	$202K	Buy	+2,799	New	+$207K	0.11%	52
2019 Q3	–	Sell	-2,612	Closed	-$225K	–	75
2019 Q2	$225K	Sell	2,612 -26	-1%	-$2.2K	0.16%	66
2019 Q1	$221K	Sell	2,638 -55	-2%	-$4.53K	0.18%	46
2018 Q4	$218K	Sell	2,693 -766	-22%	-$61.3K	0.19%	70
2018 Q3	$278K	Sell	3,459 -1,424	-29%	-$115K	0.22%	41
2018 Q2	$395K	Sell	4,883 -96	-2%	-$7.75K	0.35%	30
2018 Q1	$407K	Buy	4,979 +533	+12%	+$43.7K	0.37%	29
2017 Q4	$362K	Buy	+4,446	New	+$375K	0.33%	32

Other funds holding BIV

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Santori & Peters Inc's BIV Position: Q1 2024 in Review

Santori & Peters Inc sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2024, closing a stake of 2,844 shares — an estimated $217K sold.

Santori & Peters Inc first reported a position in BIV in Q4 2017 and held it in 9 quarters. The position peaked at $407K in Q1 2018. 819 funds tracked by Wall St. Rank hold BIV as of Q1 2024.

Santori & Peters Inc reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
Santori & Peters Inc sold 2,844 Vanguard Intermediate-Term Bond ETF shares in Q1 2024, an estimated $217K.
Santori & Peters Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 9 quarters.
Santori & Peters Inc's Vanguard Intermediate-Term Bond ETF position peaked at $407K in Q1 2018.
819 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2024.

Based on Santori & Peters Inc's 13F filing for Q1 2024, filed 19 Apr 2024.