TCWP’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

TCWP’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
2023 Q3	–	Sell	-39,733	Closed	-$2.99M	–	109
2023 Q2	$2.99M	Buy	39,733 +4,794	+14%	+$365K	0.64%	46
2023 Q1	$2.68M	Buy	34,939 +890	+3%	+$67.4K	0.51%	62
2022 Q4	$2.54M	Sell	34,049 -2,039	-6%	-$151K	0.52%	66
2022 Q3	$2.65M	Buy	36,088 +10,449	+41%	+$808K	0.56%	59
2022 Q2	$1.99M	Buy	25,639 +3,570	+16%	+$280K	0.42%	67
2022 Q1	$1.81M	Buy	+22,069	New	+$1.86M	0.33%	82

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TCWP's BIV Position: Q3 2023 in Review

TCWP sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 39,733 shares — an estimated $2.99M sold.

TCWP first reported a position in BIV in Q1 2022 and held it in 6 quarters. The position peaked at $2.99M in Q2 2023. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

TCWP reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
TCWP sold 39,733 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $2.99M.
TCWP first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and held it in 6 quarters.
TCWP's Vanguard Intermediate-Term Bond ETF position peaked at $2.99M in Q2 2023.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on TCWP's 13F filing for Q3 2023, filed 24 Oct 2023.