Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $275K | Sell |
3,584
-996
| -22% | -$76.5K | 0.01% | 242 |
|
|
2026
Q1 | $354K | Buy |
4,580
+878
| +24% | +$68.3K | 0.01% | 200 |
|
|
2025
Q4 | $288K | Sell |
3,702
-129
| -3% | -$10.1K | 0.01% | 215 |
|
|
2025
Q3 | $299K | Buy |
3,831
+851
| +29% | +$65.9K | 0.01% | 204 |
|
|
2025
Q2 | $230K | Sell |
2,980
-1,654
| -36% | -$126K | 0.01% | 219 |
|
|
2025
Q1 | $355K | Sell |
4,634
-1,348
| -23% | -$102K | 0.02% | 179 |
|
|
2024
Q4 | $447K | Buy |
5,982
+865
| +17% | +$65.8K | 0.02% | 162 |
|
|
2024
Q3 | $401K | Sell |
5,117
-43
| -0.8% | -$3.31K | 0.02% | 168 |
|
|
2024
Q2 | $386K | Sell |
5,160
-813
| -14% | -$60.4K | 0.02% | 161 |
|
|
2024
Q1 | $450K | Buy |
5,973
+605
| +11% | +$45.6K | 0.02% | 147 |
|
|
2023
Q4 | $410K | Sell |
5,368
-18,893
| -78% | -$1.38M | 0.02% | 154 |
|
|
2023
Q3 | $1.75M | Sell |
24,261
-1,392
| -5% | -$103K | 0.11% | 109 |
|
|
2023
Q2 | $1.93M | Buy |
25,653
+734
| +3% | +$55.9K | 0.12% | 105 |
|
|
2023
Q1 | $1.91M | Buy |
24,919
+22,494
| +928% | +$1.7M | 0.13% | 103 |
|
|
2022
Q4 | $180K | Buy |
2,425
+1,333
| +122% | +$98.8K | 0.01% | 184 |
|
|
2022
Q3 | $80K | Buy |
1,092
+273
| +33% | +$21.1K | 0.01% | 248 |
|
|
2022
Q2 | $64K | Sell |
819
-433
| -35% | -$34K | 0.01% | 256 |
|
|
2022
Q1 | $103K | Buy |
1,252
+583
| +87% | +$49.2K | 0.01% | 206 |
|
|
2021
Q4 | $59K | Sell |
669
-119
| -15% | -$10.6K | 0.01% | 244 |
|
|
2021
Q3 | $70K | Hold |
788
| – | – | 0.01% | 222 |
|
|
2021
Q2 | $71K | Hold |
788
| – | – | 0.01% | 215 |
|
|
2021
Q1 | $70K | Sell |
788
-10
| -1% | -$908 | 0.01% | 202 |
|
|
2020
Q4 | $74K | Hold |
798
| – | – | 0.01% | 176 |
|
|
2020
Q3 | $74K | Hold |
798
| – | – | 0.02% | 167 |
|
|
2020
Q2 | $74K | Hold |
798
| – | – | 0.02% | 154 |
|
|
2020
Q1 | $71K | Hold |
798
| – | – | 0.02% | 151 |
|
|
2019
Q4 | $70K | Hold |
798
| – | – | 0.02% | 161 |
|
|
2019
Q3 | $70K | Hold |
798
| – | – | 0.03% | 139 |
|
|
2019
Q2 | $69K | Hold |
798
| – | – | 0.04% | 129 |
|
|
2019
Q1 | $66K | Buy |
798
+80
| +11% | +$6.59K | 0.03% | 129 |
|
|
2018
Q4 | $58K | Hold |
718
| – | – | 0.03% | 131 |
|
|
2018
Q3 | $58K | Sell |
718
-8
| -1% | -$647 | 0.03% | 133 |
|
|
2018
Q2 | $58K | Buy |
726
+8
| +1% | +$646 | 0.04% | 136 |
|
|
2018
Q1 | $58K | Hold |
718
| – | – | 0.03% | 132 |
|
|
2017
Q4 | $60K | Hold |
718
| – | – | 0.04% | 124 |
|
|
2017
Q3 | $61K | Buy |
+718
| New | +$61K | 0.05% | 114 |
|
Other funds holding BIV
EWA
TLFA
Bogart Wealth LLC's BIV Position: Q2 2026 in Review
Bogart Wealth LLC reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 22% in Q2 2026, selling an estimated $76.5K and leaving 3,584 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #242.
Bogart Wealth LLC first reported a position in BIV in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.93M in Q2 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.
- Bogart Wealth LLC held 3,584 shares of Vanguard Intermediate-Term Bond ETF worth $275K as of Q2 2026.
- Bogart Wealth LLC sold 996 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $76.5K.
- Vanguard Intermediate-Term Bond ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #242 holding.
- Bogart Wealth LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2017 and has held it in 36 quarters since.
- Bogart Wealth LLC's Vanguard Intermediate-Term Bond ETF position peaked at $1.93M in Q2 2023.
- 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.