Badgley Phelps Wealth Managers’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 | $42.4M | Buy |
548,651
+2,767
| +0.5% | +$214K | 0.94% | 28 |
|
|
2025
Q1 | $41.8M | Buy |
545,884
+13,047
| +2% | +$999K | 1.01% | 26 |
|
|
2024
Q4 | $39.8M | Buy |
532,837
+12,560
| +2% | +$939K | 0.93% | 30 |
|
|
2024
Q3 | $40.8M | Buy |
520,277
+9,060
| +2% | +$710K | 0.95% | 27 |
|
|
2024
Q2 | $38.3M | Buy |
511,217
+6,529
| +1% | +$489K | 0.95% | 28 |
|
|
2024
Q1 | $38.1M | Buy |
504,688
+11,923
| +2% | +$899K | 0.95% | 27 |
|
|
2023
Q4 | $37.6M | Buy |
492,765
+1,438
| +0.3% | +$110K | 1.03% | 28 |
|
|
2023
Q3 | $35.5M | Buy |
491,327
+3,515
| +0.7% | +$254K | 1.21% | 21 |
|
|
2023
Q2 | $36.7M | Buy |
487,812
+6,720
| +1% | +$506K | 1.21% | 20 |
|
|
2023
Q1 | $36.9M | Buy |
481,092
+23,788
| +5% | +$1.83M | 1.36% | 17 |
|
|
2022
Q4 | $34M | Buy |
+457,304
| New | +$34M | 1.36% | 18 |
|