Beacon Pointe Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
13,628
+110
| +0.8% | +$8.51K | 0.01% | 656 |
|
|
2025
Q1 | $1.04M | Buy |
13,518
+7,416
| +122% | +$568K | 0.01% | 624 |
|
|
2024
Q4 | $456K | Buy |
+6,102
| New | +$456K | 0.01% | 849 |
|
|
2024
Q3 | – | Sell |
-2,897
| Closed | -$217K | – | 1213 |
|
|
2024
Q2 | $217K | Buy |
2,897
+2
| +0.1% | +$150 | ﹤0.01% | 1155 |
|
|
2024
Q1 | $218K | Sell |
2,895
-2,522
| -47% | -$190K | ﹤0.01% | 1214 |
|
|
2023
Q4 | $414K | Sell |
5,417
-3,836
| -41% | -$293K | ﹤0.01% | 950 |
|
|
2023
Q3 | $669K | Buy |
9,253
+2,039
| +28% | +$147K | 0.01% | 756 |
|
|
2023
Q2 | $543K | Sell |
7,214
-5,413
| -43% | -$407K | 0.01% | 684 |
|
|
2023
Q1 | $969K | Buy |
12,627
+8,819
| +232% | +$677K | 0.02% | 555 |
|
|
2022
Q4 | $283K | Buy |
+3,808
| New | +$283K | 0.01% | 881 |
|
|
2022
Q3 | – | Sell |
-4,003
| Closed | -$310K | – | 1008 |
|
|
2022
Q2 | $310K | Sell |
4,003
-13,182
| -77% | -$1.02M | 0.01% | 809 |
|
|
2022
Q1 | $1.41M | Buy |
17,185
+13,793
| +407% | +$1.13M | 0.02% | 527 |
|
|
2021
Q4 | $297K | Sell |
3,392
-12,694
| -79% | -$1.11M | 0.01% | 733 |
|
|
2021
Q3 | $1.44M | Buy |
16,086
+12,081
| +302% | +$1.08M | 0.04% | 339 |
|
|
2021
Q2 | $360K | Buy |
4,005
+21
| +0.5% | +$1.89K | 0.01% | 594 |
|
|
2021
Q1 | $354K | Sell |
3,984
-109
| -3% | -$9.69K | 0.02% | 353 |
|
|
2020
Q4 | $379K | Buy |
4,093
+908
| +29% | +$84.1K | 0.03% | 325 |
|
|
2020
Q3 | $298K | Buy |
3,185
+56
| +2% | +$5.24K | 0.03% | 300 |
|
|
2020
Q2 | $292K | Buy |
+3,129
| New | +$292K | 0.03% | 303 |
|