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V Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

V Wealth Advisors’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
2017
Q3 		– Sell
-4,897
Closed -$414K – 248
2017
Q2 		$414K Buy
+4,897
New +$414K 0.19% 109

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

V Wealth Advisors's BIV Position: Q3 2017 in Review

V Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2017, closing a stake of 4,897 shares — an estimated $414K sold.

V Wealth Advisors first reported a position in BIV in Q2 2017 and held it in 1 quarter. The position peaked at $414K in Q2 2017. 346 funds tracked by Wall St. Rank hold BIV as of Q3 2017.

  • V Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 4,897 Vanguard Intermediate-Term Bond ETF shares in Q3 2017, an estimated $414K.
  • V Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $414K in Q2 2017.
  • 346 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.