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

Vigilant Capital Management’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
2021
Q1 		– Sell
-3,141
Closed -$292K – 360
2020
Q4 		$292K Buy
+3,141
New +$293K 0.03% 101

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LPL Financial
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Morgan Stanley
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Northwestern Mutual Wealth Management
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Vigilant Capital Management's BIV Position: Q1 2021 in Review

Vigilant Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2021, closing a stake of 3,141 shares — an estimated $292K sold.

Vigilant Capital Management first reported a position in BIV in Q4 2020 and held it in 1 quarter. The position peaked at $292K in Q4 2020. 626 funds tracked by Wall St. Rank hold BIV as of Q1 2021.

  • Vigilant Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Vigilant Capital Management sold 3,141 Vanguard Intermediate-Term Bond ETF shares in Q1 2021, an estimated $292K.
  • Vigilant Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 1 quarter.
  • Vigilant Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $292K in Q4 2020.
  • 626 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2021.

Based on Vigilant Capital Management's 13F filing for Q1 2021, filed 16 Apr 2021.