Barnes Pettey Financial 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
$699K Buy
9,043
+32
+0.4% +$2.48K 0.47% 46
2025
Q1
$690K Sell
9,011
-72
-0.8% -$5.51K 0.54% 43
2024
Q4
$679K Buy
9,083
+4,743
+109% +$354K 0.52% 40
2024
Q3
$340K Buy
+4,340
New +$340K 0.27% 64