Beaird Harris Wealth Management’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 | $2.05M | Sell |
26,550
-643
| -2% | -$49.7K | 0.16% | 52 |
|
|
2025
Q1 | $2.08M | Buy |
27,193
+304
| +1% | +$23.3K | 0.18% | 48 |
|
|
2024
Q4 | $2.01M | Buy |
26,889
+1,405
| +6% | +$105K | 0.17% | 49 |
|
|
2024
Q3 | $2M | Buy |
25,484
+3,036
| +14% | +$238K | 0.17% | 48 |
|
|
2024
Q2 | $1.68M | Sell |
22,448
-8,222
| -27% | -$616K | 0.16% | 53 |
|
|
2024
Q1 | $2.31M | Buy |
30,670
+2,456
| +9% | +$185K | 0.23% | 42 |
|
|
2023
Q4 | $2.16M | Buy |
28,214
+16,295
| +137% | +$1.24M | 0.23% | 43 |
|
|
2023
Q3 | $862K | Buy |
11,919
+7,841
| +192% | +$567K | 0.1% | 49 |
|
|
2023
Q2 | $307K | Buy |
4,078
+3,344
| +456% | +$252K | 0.04% | 75 |
|
|
2023
Q1 | $56.3K | Buy |
734
+630
| +606% | +$48.4K | 0.01% | 165 |
|
|
2022
Q4 | $7.73K | Buy |
104
+9
| +9% | +$669 | ﹤0.01% | 354 |
|
|
2022
Q3 | $7K | Buy |
+95
| New | +$7K | ﹤0.01% | 311 |
|
|
2022
Q1 | – | Sell |
-15,334
| Closed | -$1.34M | – | 619 |
|
|
2021
Q4 | $1.34M | Buy |
+15,334
| New | +$1.34M | 0.49% | 32 |
|