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

Veery Capital’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
Q3 		– Sell
-3,690
Closed -$276K – 95
2024
Q2 		$276K Sell
3,690
-761
-17% -$56.6K 0.11% 75
2024
Q1 		$336K Sell
4,451
-1,041
-19% -$78.5K 0.14% 68
2023
Q4 		$420K Sell
5,492
-4,688
-46% -$343K 0.19% 59
2023
Q3 		$736K Sell
10,180
-1,748
-15% -$129K 0.36% 39
2023
Q2 		$897K Sell
11,928
-2,378
-17% -$181K 0.42% 34
2023
Q1 		$1.1M Sell
14,306
-1,745
-11% -$132K 0.59% 31
2022
Q4 		$1.19M Buy
16,051
+141
+0.9% +$10.4K 0.7% 26
2022
Q3 		$1.17M Buy
15,910
+83
+0.5% +$6.42K 0.75% 24
2022
Q2 		$1.23M Buy
15,827
+438
+3% +$34.3K 0.76% 25
2022
Q1 		$1.26M Buy
15,389
+522
+4% +$44.1K 0.7% 27
2021
Q4 		$1.3M Buy
14,867
+470
+3% +$41.7K 0.68% 28
2021
Q3 		$1.29M Buy
14,397
+387
+3% +$35K 0.73% 25
2021
Q2 		$1.26M Buy
14,010
+285
+2% +$25.5K 0.73% 26
2021
Q1 		$1.22M Buy
13,725
+810
+6% +$73.6K 0.77% 26
2020
Q4 		$1.2M Buy
+12,915
New +$1.2M 0.81% 25

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Veery Capital's BIV Position: Q3 2024 in Review

Veery Capital sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2024, closing a stake of 3,690 shares — an estimated $276K sold.

Veery Capital first reported a position in BIV in Q4 2020 and held it in 15 quarters. The position peaked at $1.3M in Q4 2021. 854 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

  • Veery Capital reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Veery Capital sold 3,690 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $276K.
  • Veery Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 15 quarters.
  • Veery Capital's Vanguard Intermediate-Term Bond ETF position peaked at $1.3M in Q4 2021.
  • 854 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on Veery Capital's 13F filing for Q3 2024, filed 6 Nov 2024.