Arax Advisory 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
Q2 | $5.02M | Buy |
64,510
+1,536
| +2% | +$120K | 0.23% | 82 |
|
|
2025
Q1 | $4.82M | Buy |
62,974
+22,627
| +56% | +$1.73M | 0.31% | 60 |
|
|
2024
Q4 | $3.02M | Sell |
40,347
-13,319
| -25% | -$995K | 0.19% | 86 |
|
|
2024
Q3 | $4.21M | Buy |
53,666
+2,576
| +5% | +$202K | 0.38% | 40 |
|
|
2024
Q2 | $3.83M | Buy |
51,090
+2,091
| +4% | +$157K | 0.37% | 43 |
|
|
2024
Q1 | $3.69M | Buy |
48,999
+4,002
| +9% | +$302K | 0.39% | 43 |
|
|
2023
Q4 | $3.44M | Sell |
44,997
-225
| -0.5% | -$17.2K | 0.38% | 46 |
|
|
2023
Q3 | $3.27M | Buy |
45,222
+498
| +1% | +$36K | 0.41% | 44 |
|
|
2023
Q2 | $3.36M | Buy |
44,724
+2,339
| +6% | +$176K | 0.43% | 40 |
|
|
2023
Q1 | $3.25M | Buy |
42,385
+1,327
| +3% | +$102K | 0.43% | 40 |
|
|
2022
Q4 | $3.05M | Buy |
41,058
+510
| +1% | +$37.9K | 0.42% | 41 |
|
|
2022
Q3 | $2.98M | Buy |
40,548
+881
| +2% | +$64.7K | 0.47% | 35 |
|
|
2022
Q2 | $3.08M | Buy |
39,667
+1,325
| +3% | +$103K | 0.47% | 37 |
|
|
2022
Q1 | $3.14M | Buy |
38,342
+1,849
| +5% | +$151K | 0.42% | 39 |
|
|
2021
Q4 | $3.2M | Buy |
36,493
+2,143
| +6% | +$188K | 0.41% | 37 |
|
|
2021
Q3 | $3.07M | Buy |
34,350
+1,310
| +4% | +$117K | 0.42% | 39 |
|
|
2021
Q2 | $2.97M | Buy |
+33,040
| New | +$2.97M | 0.41% | 43 |
|
|
2020
Q4 | $2.4M | Buy |
25,892
+1,597
| +7% | +$148K | 0.36% | 43 |
|
|
2020
Q3 | $2.27M | Buy |
24,295
+1,901
| +8% | +$178K | 0.38% | 43 |
|
|
2020
Q2 | $2.09M | Buy |
22,394
+8,064
| +56% | +$752K | 0.37% | 42 |
|
|
2020
Q1 | $1.28M | Buy |
14,330
+235
| +2% | +$21K | 0.3% | 43 |
|
|
2019
Q4 | $1.23M | Buy |
14,095
+1,635
| +13% | +$143K | 0.35% | 31 |
|
|
2019
Q3 | $1.1M | Buy |
12,460
+1,125
| +10% | +$99K | 0.33% | 32 |
|
|
2019
Q2 | $980K | Buy |
+11,335
| New | +$980K | 0.33% | 36 |
|
|
2018
Q4 | $554K | Buy |
6,811
+1,889
| +38% | +$154K | 0.22% | 54 |
|
|
2018
Q3 | $396K | Buy |
+4,922
| New | +$396K | 0.16% | 72 |
|