Arkadios 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 | $1.2M | Buy |
15,558
+312
| +2% | +$24.1K | 0.04% | 494 |
|
|
2025
Q1 | $1.17M | Buy |
+15,246
| New | +$1.17M | 0.04% | 411 |
|
|
2022
Q4 | – | Sell |
-2,841
| Closed | -$209K | – | 561 |
|
|
2022
Q3 | $209K | Buy |
2,841
+254
| +10% | +$18.7K | 0.03% | 475 |
|
|
2022
Q2 | $201K | Sell |
2,587
-156
| -6% | -$12.1K | 0.03% | 509 |
|
|
2022
Q1 | $225K | Sell |
2,743
-81
| -3% | -$6.64K | 0.03% | 499 |
|
|
2021
Q4 | $247K | Sell |
2,824
-42
| -1% | -$3.67K | 0.03% | 484 |
|
|
2021
Q3 | $256K | Sell |
2,866
-93
| -3% | -$8.31K | 0.04% | 441 |
|
|
2021
Q2 | $266K | Sell |
2,959
-574
| -16% | -$51.6K | 0.03% | 472 |
|
|
2021
Q1 | $313K | Buy |
3,533
+2,166
| +158% | +$192K | 0.05% | 335 |
|
|
2020
Q4 | $126K | Buy |
1,367
+1,334
| +4,042% | +$123K | 0.03% | 396 |
|
|
2020
Q3 | $3.11K | Hold |
33
| – | – | ﹤0.01% | 904 |
|
|
2020
Q2 | $3.1K | Hold |
33
| – | – | ﹤0.01% | 840 |
|
|
2020
Q1 | $2.94K | Hold |
33
| – | – | ﹤0.01% | 874 |
|
|
2019
Q4 | $2.92K | Buy |
+33
| New | +$2.92K | ﹤0.01% | 774 |
|