Arbor Wealth Advisors’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 | $326K | Buy |
4,217
+1,268
| +43% | +$98.1K | 0.26% | 45 |
|
|
2025
Q1 | $226K | Sell |
2,949
-1,719
| -37% | -$132K | 0.2% | 46 |
|
|
2024
Q4 | $349K | Buy |
4,668
+347
| +8% | +$25.9K | 0.31% | 44 |
|
|
2024
Q3 | $339K | Buy |
4,321
+348
| +9% | +$27.3K | 0.31% | 39 |
|
|
2024
Q2 | $298K | Sell |
3,973
-4,109
| -51% | -$308K | 0.29% | 40 |
|
|
2024
Q1 | $609K | Buy |
8,082
+10
| +0.1% | +$754 | 0.58% | 28 |
|
|
2023
Q4 | $617K | Buy |
+8,072
| New | +$617K | 0.63% | 27 |
|