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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
-5,349
Closed -$498K – 218
2020
Q2 		$498K Sell
5,349
-2,659
-33% -$243K 0.29% 97
2020
Q1 		$715K Buy
+8,008
New +$710K 0.21% 87

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Envestnet Asset Management
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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 5,349 shares — an estimated $498K sold.

Veracity Capital first reported a position in BIV in Q1 2020 and held it in 2 quarters. The position peaked at $715K in Q1 2020. 561 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 5,349 Vanguard Intermediate-Term Bond ETF shares in Q3 2020, an estimated $498K.
  • 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 $715K in Q1 2020.
  • 561 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.