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Valley Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Valley Financial Group’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
-2,814
Closed -$215K – 57
2023
Q4 		$215K Buy
+2,814
New +$206K 0.17% 55

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Wells Fargo
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Northwestern Mutual Wealth Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Valley Financial Group's BIV Position: Q1 2024 in Review

Valley Financial Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2024, closing a stake of 2,814 shares — an estimated $215K sold.

Valley Financial Group first reported a position in BIV in Q4 2023 and held it in 1 quarter. The position peaked at $215K in Q4 2023. 818 funds tracked by Wall St. Rank hold BIV as of Q1 2024.

  • Valley Financial Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Valley Financial Group sold 2,814 Vanguard Intermediate-Term Bond ETF shares in Q1 2024, an estimated $215K.
  • Valley Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and held it in 1 quarter.
  • Valley Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $215K in Q4 2023.
  • 818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2024.

Based on Valley Financial Group's 13F filing for Q1 2024, filed 15 May 2024.