Barrett & Company’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 | $502K | Buy |
6,489
+2
| +0% | +$155 | 0.19% | 84 |
|
|
2025
Q1 | $497K | Sell |
6,487
-104
| -2% | -$7.96K | 0.21% | 78 |
|
|
2024
Q4 | $493K | Buy |
6,591
+10
| +0.2% | +$747 | 0.21% | 77 |
|
|
2024
Q3 | $516K | Buy |
6,581
+153
| +2% | +$12K | 0.22% | 79 |
|
|
2024
Q2 | $481K | Buy |
6,428
+107
| +2% | +$8.01K | 0.22% | 76 |
|
|
2024
Q1 | $477K | Buy |
6,321
+66
| +1% | +$4.98K | 0.23% | 79 |
|
|
2023
Q4 | $478K | Buy |
6,255
+7
| +0.1% | +$535 | 0.26% | 77 |
|
|
2023
Q3 | $452K | Buy |
6,248
+9
| +0.1% | +$651 | 0.27% | 77 |
|
|
2023
Q2 | $469K | Buy |
6,239
+34
| +0.5% | +$2.56K | 0.27% | 74 |
|
|
2023
Q1 | $476K | Buy |
6,205
+83
| +1% | +$6.37K | 0.3% | 70 |
|
|
2022
Q4 | $455K | Hold |
6,122
| – | – | 0.3% | 71 |
|
|
2022
Q3 | $455K | Buy |
+6,122
| New | +$455K | 0.3% | 71 |
|