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

Veracity 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
2020
Q3 		– Sell
-10,698
Closed -$996K – 251
2020
Q2 		$996K Buy
10,698
+2,690
+34% +$246K 0.28% 102
2020
Q1 		$715K Buy
+8,008
New +$710K 0.21% 87

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Veracity Capital's BIV Position: Q3 2020 in Review

Veracity Capital sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2020, closing a stake of 10,698 shares — an estimated $996K sold.

Veracity Capital first reported a position in BIV in Q1 2020 and held it in 2 quarters. The position peaked at $996K in Q2 2020. 560 funds tracked by Wall St. Rank hold BIV as of Q3 2020.

  • Veracity Capital reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Veracity Capital sold 10,698 Vanguard Intermediate-Term Bond ETF shares in Q3 2020, an estimated $996K.
  • Veracity Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and held it in 2 quarters.
  • Veracity Capital's Vanguard Intermediate-Term Bond ETF position peaked at $996K in Q2 2020.
  • 560 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2020.

Based on Veracity Capital's 13F filing for Q3 2020, filed 21 Oct 2020.