Belpointe Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-7,277
Closed -$558K 887
2023
Q1
$558K Sell
7,277
-5,761
-44% -$436K 0.03% 519
2022
Q4
$969K Sell
13,038
-5,164
-28% -$383K 0.06% 330
2022
Q3
$1.34M Buy
18,202
+1,769
+11% +$137K 0.09% 237
2022
Q2
$1.28M Sell
16,433
-4,297
-21% -$337K 0.09% 246
2022
Q1
$1.7M Sell
20,730
-34,123
-62% -$2.88M 0.1% 211
2021
Q4
$4.81M Sell
54,853
-3,795
-6% -$337K 0.3% 66
2021
Q3
$5.25M Sell
58,648
-739
-1% -$66.9K 0.36% 47
2021
Q2
$5.34M Buy
59,387
+44,831
+308% +$4M 0.38% 47
2021
Q1
$1.29M Buy
14,556
+586
+4% +$53.2K 0.11% 205
2020
Q4
$1.3M Buy
13,970
+7,577
+119% +$706K 0.12% 205
2020
Q3
$598K Buy
6,393
+2,385
+60% +$223K 0.07% 299
2020
Q2
$374K Buy
4,008
+459
+13% +$42K 0.05% 357
2020
Q1
$317K Buy
3,549
+862
+32% +$76.5K 0.06% 329
2019
Q4
$235K Buy
2,687
+400
+17% +$35K 0.03% 495
2019
Q3
$201K Sell
2,287
-101
-4% -$8.82K 0.03% 472
2019
Q2
$207K Buy
+2,388
New +$202K 0.04% 404
2019
Q1
Sell
-1,901
Closed -$155K 456
2018
Q4
$155K Sell
1,901
-1,461
-43% -$117K 0.04% 385
2018
Q3
$271K Buy
+3,362
New +$272K 0.04% 382
2018
Q1
Sell
-7,354
Closed -$616K 360
2017
Q4
$616K Buy
7,354
+1,929
+36% +$163K 0.13% 175
2017
Q3
$459K Buy
+5,425
New +$461K 0.11% 211

Other funds holding BIV