Blue Trust Inc’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
$15.5K Sell
200
-96
-32% -$7.43K ﹤0.01% 1764
2025
Q1
$22.7K Buy
296
+125
+73% +$9.57K ﹤0.01% 1613
2024
Q4
$12.8K Sell
171
-231
-57% -$17.3K ﹤0.01% 1747
2024
Q3
$30.1K Buy
402
+189
+89% +$14.2K ﹤0.01% 1783
2024
Q2
$16.1K Hold
213
﹤0.01% 1762
2024
Q1
$16.1K Sell
213
-3,231
-94% -$244K ﹤0.01% 1313
2023
Q4
$249K Buy
3,444
+3,430
+24,500% +$248K ﹤0.01% 384
2023
Q3
$1K Sell
14
-16
-53% -$1.14K ﹤0.01% 1889
2023
Q2
$2K Sell
30
-80
-73% -$5.33K ﹤0.01% 1705
2023
Q1
$8K Buy
+110
New +$8K ﹤0.01% 1653
2022
Q3
Sell
-94
Closed -$8K 2090
2022
Q2
$8K Buy
+94
New +$8K ﹤0.01% 1262