Taylor Hoffman Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Taylor Hoffman Wealth Management’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	-323	Closed	-$26K	–	406
2018 Q1	$26K	Hold	323	–	–	0.02%	227
2017 Q4	$27K	Buy	+323	New	+$27.2K	0.03%	226

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

Taylor Hoffman Wealth Management's BIV Position: Q2 2018 in Review

Taylor Hoffman Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2018, closing a stake of 323 shares — an estimated $26K sold.

Taylor Hoffman Wealth Management first reported a position in BIV in Q4 2017 and held it in 2 quarters. The position peaked at $27K in Q4 2017. 383 funds tracked by Wall St. Rank hold BIV as of Q2 2018.

Taylor Hoffman Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 323 Vanguard Intermediate-Term Bond ETF shares in Q2 2018, an estimated $26K.
Taylor Hoffman Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 2 quarters.
Taylor Hoffman Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $27K in Q4 2017.
383 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.