Aveo Capital 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 | – | Sell |
-30,104
| Closed | -$2.3M | – | 23 |
|
|
2025
Q1 | $2.3M | Sell |
30,104
-9,584
| -24% | -$732K | 0.38% | 51 |
|
|
2024
Q4 | $2.97M | Sell |
39,688
-218
| -0.5% | -$16.3K | 0.32% | 75 |
|
|
2024
Q3 | $3.13M | Buy |
39,906
+1,070
| +3% | +$83.9K | 0.33% | 78 |
|
|
2024
Q2 | $2.91M | Buy |
38,836
+618
| +2% | +$46.3K | 0.33% | 77 |
|
|
2024
Q1 | $2.83M | Sell |
38,218
-2,463
| -6% | -$182K | 0.31% | 83 |
|
|
2023
Q4 | $3.11M | Sell |
40,681
-17,206
| -30% | -$1.31M | 0.37% | 80 |
|
|
2023
Q3 | $4.19M | Buy |
57,887
+26,305
| +83% | +$1.9M | 0.55% | 55 |
|
|
2023
Q2 | $2.38M | Sell |
31,582
-4,185
| -12% | -$315K | 0.3% | 83 |
|
|
2023
Q1 | $2.74M | Buy |
35,767
+4,605
| +15% | +$353K | 0.37% | 70 |
|
|
2022
Q4 | $2.32M | Sell |
31,162
-2,813
| -8% | -$209K | 0.35% | 65 |
|
|
2022
Q3 | $2.5M | Sell |
33,975
-9,523
| -22% | -$700K | 0.43% | 60 |
|
|
2022
Q2 | $3.38M | Buy |
43,498
+38,336
| +743% | +$2.98M | 0.55% | 47 |
|
|
2022
Q1 | $423K | Buy |
5,162
+2,666
| +107% | +$218K | 0.07% | 194 |
|
|
2021
Q4 | $219K | Sell |
2,496
-18
| -0.7% | -$1.58K | 0.04% | 256 |
|
|
2021
Q3 | $225K | Buy |
+2,514
| New | +$225K | 0.05% | 233 |
|
|
2017
Q1 | – | Sell |
-2,735
| Closed | -$227K | – | 138 |
|
|
2016
Q4 | $227K | Buy |
+2,735
| New | +$227K | 0.06% | 192 |
|