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VitalStone Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

VitalStone Financial’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
Q3 		$470 Hold
6
– – ﹤0.01% 448
2024
Q2 		$449 Hold
6
– – ﹤0.01% 444
2024
Q1 		$0 Hold
6
– – ﹤0.01% 473
2023
Q4 		$0 Hold
6
– – ﹤0.01% 483
2023
Q3 		$0 Hold
6
– – ﹤0.01% 459
2023
Q2 		$0 Sell
6
-60
-91% -$4.57K ﹤0.01% 917
2023
Q1 		$6K Buy
66
+60
+1,000% +$4.54K ﹤0.01% 233
2022
Q4 		$0 Buy
+6
New +$445 ﹤0.01% 517

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

VitalStone Financial's BIV Position: Q3 2024 in Review

VitalStone Financial held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2024 at 6 shares worth $470. The position accounts for ﹤0.01% of the portfolio, ranked #448.

VitalStone Financial first reported a position in BIV in Q4 2022 and has held it in 8 quarters since. The position peaked at $6K in Q1 2023. 855 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

  • VitalStone Financial held 6 shares of Vanguard Intermediate-Term Bond ETF worth $470 as of Q3 2024.
  • VitalStone Financial left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2024.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #448 holding.
  • VitalStone Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 8 quarters since.
  • VitalStone Financial's Vanguard Intermediate-Term Bond ETF position peaked at $6K in Q1 2023.
  • 855 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.