Avidian Wealth Enterprises’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 | $1M | Buy |
12,939
+3
| +0% | +$232 | 0.04% | 202 |
|
|
2025
Q1 | $991K | Buy |
12,936
+276
| +2% | +$21.1K | 0.04% | 199 |
|
|
2024
Q4 | $946K | Sell |
12,660
-424
| -3% | -$31.7K | 0.04% | 198 |
|
|
2024
Q3 | $1.03M | Buy |
13,084
+430
| +3% | +$33.7K | 0.05% | 186 |
|
|
2024
Q2 | $948K | Buy |
12,654
+179
| +1% | +$13.4K | 0.04% | 181 |
|
|
2024
Q1 | $941K | Buy |
12,475
+1,381
| +12% | +$104K | 0.05% | 169 |
|
|
2023
Q4 | $847K | Buy |
11,094
+8,312
| +299% | +$635K | 0.05% | 183 |
|
|
2023
Q3 | $201K | Sell |
2,782
-5,785
| -68% | -$418K | 0.01% | 384 |
|
|
2023
Q2 | $644K | Hold |
8,567
| – | – | 0.04% | 234 |
|
|
2023
Q1 | $657K | Hold |
8,567
| – | – | 0.04% | 251 |
|
|
2022
Q4 | $637K | Buy |
8,567
+139
| +2% | +$10.3K | 0.04% | 240 |
|
|
2022
Q3 | $619K | Buy |
+8,428
| New | +$619K | 0.04% | 203 |
|
|
2022
Q2 | – | Sell |
-7,799
| Closed | -$639K | – | 453 |
|
|
2022
Q1 | $639K | Buy |
+7,799
| New | +$639K | 0.04% | 250 |
|
|
2017
Q2 | – | Sell |
-3,604
| Closed | -$301K | – | 90 |
|
|
2017
Q1 | $301K | Sell |
3,604
-136,244
| -97% | -$11.4M | 0.12% | 62 |
|
|
2016
Q4 | $11.6M | Buy |
139,848
+4,950
| +4% | +$411K | 5.06% | 9 |
|
|
2016
Q3 | $11.8M | Sell |
134,898
-3,638
| -3% | -$319K | 4.79% | 9 |
|
|
2016
Q2 | $12.2K | Buy |
+138,536
| New | +$12.2K | 4.44% | 7 |
|