Biltmore Family Office’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
Q2 | – | Sell |
-6,674
| Closed | -$503K | – | 252 |
|
2024
Q1 | $503K | Hold |
6,674
| – | – | 0.1% | 109 |
|
2023
Q4 | $510K | Sell |
6,674
-539
| -7% | -$41.2K | 0.11% | 109 |
|
2023
Q3 | $522K | Hold |
7,213
| – | – | 0.12% | 108 |
|
2023
Q2 | $543K | Sell |
7,213
-28,643
| -80% | -$2.15M | 0.11% | 99 |
|
2023
Q1 | $2.75M | Buy |
+35,856
| New | +$2.75M | 0.58% | 29 |
|