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

Vista Capital Partners’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
Q4 		– Sell
-13,247
Closed -$1.04M – 117
2024
Q3 		$1.04M Buy
+13,247
New +$1.02M 0.12% 29

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Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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

Vista Capital Partners's BIV Position: Q4 2024 in Review

Vista Capital Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2024, closing a stake of 13,247 shares — an estimated $1.04M sold.

Vista Capital Partners first reported a position in BIV in Q3 2024 and held it in 1 quarter. The position peaked at $1.04M in Q3 2024. 932 funds tracked by Wall St. Rank hold BIV as of Q4 2024.

  • Vista Capital Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Vista Capital Partners sold 13,247 Vanguard Intermediate-Term Bond ETF shares in Q4 2024, an estimated $1.04M.
  • Vista Capital Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and held it in 1 quarter.
  • Vista Capital Partners's Vanguard Intermediate-Term Bond ETF position peaked at $1.04M in Q3 2024.
  • 932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2024.

Based on Vista Capital Partners's 13F filing for Q4 2024, filed 3 Feb 2025.