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

Virtue 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
2020
Q4 		– Sell
-2,493
Closed -$233K – 256
2020
Q3 		$233K Buy
+2,493
New +$233K 0.06% 226
2018
Q2 		– Sell
-310
Closed -$25K – 225
2018
Q1 		$25K Sell
310
-807
-72% -$66.2K 0.01% 294
2017
Q4 		$94K Buy
+1,117
New +$94.1K 0.05% 228

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Virtue Capital Management's BIV Position: Q4 2020 in Review

Virtue Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2020, closing a stake of 2,493 shares — an estimated $233K sold.

Virtue Capital Management first reported a position in BIV in Q4 2017 and held it in 3 quarters. The position peaked at $233K in Q3 2020. 649 funds tracked by Wall St. Rank hold BIV as of Q4 2020.

  • Virtue Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Virtue Capital Management sold 2,493 Vanguard Intermediate-Term Bond ETF shares in Q4 2020, an estimated $233K.
  • Virtue Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 3 quarters.
  • Virtue Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $233K in Q3 2020.
  • 649 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2020.

Based on Virtue Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.