Atria Wealth Solutions’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 | $15.4M | Sell |
199,045
-213,376
| -52% | -$16.5M | 0.35% | 58 |
|
|
2025
Q1 | $31.6M | Buy |
412,421
+17,315
| +4% | +$1.33M | 0.38% | 47 |
|
|
2024
Q4 | $29.5M | Buy |
395,106
+43,593
| +12% | +$3.26M | 0.32% | 61 |
|
|
2024
Q3 | $27.5M | Buy |
351,513
+35,797
| +11% | +$2.81M | 0.3% | 65 |
|
|
2024
Q2 | $23.6M | Buy |
315,716
+11,569
| +4% | +$866K | 0.26% | 77 |
|
|
2024
Q1 | $22.9M | Sell |
304,147
-38,377
| -11% | -$2.89M | 0.26% | 79 |
|
|
2023
Q4 | $26.2M | Buy |
342,524
+57,188
| +20% | +$4.37M | 0.33% | 54 |
|
|
2023
Q3 | $20.6M | Sell |
285,336
-59,804
| -17% | -$4.32M | 0.29% | 75 |
|
|
2023
Q2 | $26M | Buy |
345,140
+57,410
| +20% | +$4.32M | 0.35% | 51 |
|
|
2023
Q1 | $22.1M | Sell |
287,730
-5,142
| -2% | -$395K | 0.33% | 68 |
|
|
2022
Q4 | $21.8M | Sell |
292,872
-2,385
| -0.8% | -$177K | 0.35% | 67 |
|
|
2022
Q3 | $21.7M | Buy |
295,257
+10,899
| +4% | +$801K | 0.38% | 50 |
|
|
2022
Q2 | $22.1M | Sell |
284,358
-15,105
| -5% | -$1.17M | 0.41% | 44 |
|
|
2022
Q1 | $24.5M | Buy |
+299,463
| New | +$24.5M | 0.41% | 40 |
|