Bernardo Wealth Planning’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 | $6.11M | Buy |
79,003
+4,392
| +6% | +$340K | 1.33% | 20 |
|
|
2025
Q1 | $5.71M | Buy |
74,611
+2,152
| +3% | +$165K | 1.37% | 20 |
|
|
2024
Q4 | $5.36M | Buy |
72,459
+5,765
| +9% | +$426K | 1.28% | 20 |
|
|
2024
Q3 | $5.13M | Buy |
66,694
+14,975
| +29% | +$1.15M | 1.24% | 22 |
|
|
2024
Q2 | $3.87M | Buy |
51,719
+1,714
| +3% | +$128K | 1.04% | 23 |
|
|
2024
Q1 | $3.77M | Sell |
50,005
-935
| -2% | -$70.5K | 1.05% | 24 |
|
|
2023
Q4 | $3.89M | Sell |
50,940
-3,195
| -6% | -$244K | 1.23% | 24 |
|
|
2023
Q3 | $3.91M | Buy |
54,135
+32,493
| +150% | +$2.35M | 1.55% | 17 |
|
|
2023
Q2 | $1.63M | Buy |
21,642
+1,214
| +6% | +$91.3K | 0.65% | 30 |
|
|
2023
Q1 | $1.57M | Buy |
20,428
+1,155
| +6% | +$88.6K | 0.67% | 28 |
|
|
2022
Q4 | $1.43M | Buy |
+19,273
| New | +$1.43M | 0.67% | 28 |
|