9258 Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $425K | Sell |
5,426
-636
| -10% | -$49.8K | 0.06% | 225 |
|
|
2024
Q2 | $454K | Buy |
6,062
+737
| +14% | +$55.2K | 0.07% | 201 |
|
|
2024
Q1 | $402K | Hold |
5,325
| – | – | 0.06% | 227 |
|
|
2023
Q4 | $407K | Sell |
5,325
-60
| -1% | -$4.58K | 0.07% | 210 |
|
|
2023
Q3 | $389K | Hold |
5,385
| – | – | 0.08% | 210 |
|
|
2023
Q2 | $405K | Sell |
5,385
-489
| -8% | -$36.8K | 0.08% | 212 |
|
|
2023
Q1 | $451K | Sell |
5,874
-128
| -2% | -$9.82K | 0.09% | 193 |
|
|
2022
Q4 | $446K | Sell |
6,002
-6
| -0.1% | -$446 | 0.1% | 188 |
|
|
2022
Q3 | $441K | Sell |
6,008
-1,578
| -21% | -$116K | 0.11% | 178 |
|
|
2022
Q2 | $589K | Sell |
7,586
-1,763
| -19% | -$137K | 0.15% | 156 |
|
|
2022
Q1 | $766K | Sell |
9,349
-921
| -9% | -$75.5K | 0.18% | 141 |
|
|
2021
Q4 | $900K | Buy |
10,270
+2,447
| +31% | +$214K | 0.21% | 121 |
|
|
2021
Q3 | $700K | Buy |
7,823
+2,459
| +46% | +$220K | 0.19% | 136 |
|
|
2021
Q2 | $483K | Buy |
+5,364
| New | +$483K | 0.13% | 172 |
|