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

Wolff Financial 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
2022 Q4	–	Sell	-3,847	Closed	-$282K	–	98
2022 Q3	$282K	Sell	3,847 -478	-11%	-$37K	0.13%	86
2022 Q2	$336K	Sell	4,325 -346	-7%	-$27.1K	0.15%	84
2022 Q1	$383K	Sell	4,671 -39	-0.8%	-$3.29K	0.15%	83
2021 Q4	$413K	Buy	+4,710	New	+$418K	0.16%	84
2021 Q1	$445K	Buy	5,020 +466	+10%	+$42.3K	0.2%	75
2020 Q4	$423K	Buy	4,554 +594	+15%	+$55.3K	0.22%	65
2020 Q3	$370K	Buy	3,960 +130	+3%	+$12.2K	0.22%	64
2020 Q2	$357K	Buy	3,830 +778	+25%	+$71.2K	0.23%	62
2020 Q1	$273K	Buy	+3,052	New	+$271K	0.21%	69

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wolff Financial Management's BIV Position: Q4 2022 in Review

Wolff Financial Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2022, closing a stake of 3,847 shares — an estimated $282K sold.

Wolff Financial Management first reported a position in BIV in Q1 2020 and held it in 9 quarters. The position peaked at $445K in Q1 2021. 688 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

Wolff Financial Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Wolff Financial Management sold 3,847 Vanguard Intermediate-Term Bond ETF shares in Q4 2022, an estimated $282K.
Wolff Financial Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and held it in 9 quarters.
Wolff Financial Management's Vanguard Intermediate-Term Bond ETF position peaked at $445K in Q1 2021.
688 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on Wolff Financial Management's 13F filing for Q4 2022, filed 6 Feb 2023.