Adero Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.58M | Buy |
33,673
+1,169
| +4% | +$89.5K | 0.17% | 53 |
|
|
2024
Q4 | $2.43M | Buy |
32,504
+410
| +1% | +$30.6K | 0.16% | 56 |
|
|
2024
Q3 | $2.52M | Buy |
32,094
+870
| +3% | +$68.2K | 0.17% | 52 |
|
|
2024
Q2 | $2.34M | Sell |
31,224
-236
| -0.8% | -$17.7K | 0.17% | 51 |
|
|
2024
Q1 | $2.37M | Buy |
31,460
+1,715
| +6% | +$129K | 0.18% | 54 |
|
|
2023
Q4 | $2.27M | Sell |
29,745
-1,547
| -5% | -$118K | 0.19% | 58 |
|
|
2023
Q3 | $2.26M | Buy |
31,292
+492
| +2% | +$35.6K | 0.22% | 49 |
|
|
2023
Q2 | $2.32M | Sell |
30,800
-1,834
| -6% | -$138K | 0.23% | 51 |
|
|
2023
Q1 | $2.5M | Buy |
32,634
+19,536
| +149% | +$1.5M | 0.27% | 44 |
|
|
2022
Q4 | $973K | Buy |
13,098
+9,432
| +257% | +$701K | 0.12% | 67 |
|
|
2022
Q3 | $264K | Sell |
3,666
-2,717
| -43% | -$196K | 0.03% | 128 |
|
|
2022
Q2 | $499K | Sell |
6,383
-2,945
| -32% | -$230K | 0.07% | 87 |
|
|
2022
Q1 | $764K | Buy |
9,328
+5,021
| +117% | +$411K | 0.11% | 76 |
|
|
2021
Q4 | $377K | Buy |
4,307
+140
| +3% | +$12.3K | 0.06% | 120 |
|
|
2021
Q3 | $373K | Buy |
4,167
+51
| +1% | +$4.57K | 0.07% | 110 |
|
|
2021
Q2 | $370K | Buy |
4,116
+389
| +10% | +$35K | 0.09% | 101 |
|
|
2021
Q1 | $331K | Buy |
3,727
+84
| +2% | +$7.46K | 0.15% | 88 |
|
|
2020
Q4 | $338K | Hold |
3,643
| – | – | 0.29% | 55 |
|
|
2020
Q3 | $341K | Hold |
3,643
| – | – | 0.27% | 62 |
|
|
2020
Q2 | $339K | Sell |
3,643
-2,400
| -40% | -$223K | 0.35% | 52 |
|
|
2020
Q1 | $540K | Hold |
6,043
| – | – | 0.89% | 30 |
|
|
2019
Q4 | $527K | Buy |
+6,043
| New | +$527K | 0.59% | 41 |
|