Beacon Bridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,879
| Closed | -$220K | – | 93 |
|
|
2023
Q4 | $220K | Sell |
2,879
-524
| -15% | -$40K | 0.11% | 93 |
|
|
2023
Q3 | $246K | Sell |
3,403
-619
| -15% | -$44.8K | 0.13% | 80 |
|
|
2023
Q2 | $303K | Sell |
4,022
-735
| -15% | -$55.3K | 0.15% | 61 |
|
|
2023
Q1 | $365K | Sell |
4,757
-9,146
| -66% | -$702K | 0.22% | 50 |
|
|
2022
Q4 | $1.03M | Buy |
+13,903
| New | +$1.03M | 0.75% | 25 |
|