Bogart Wealth LLC’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 | $230K | Sell |
2,980
-1,654
| -36% | -$128K | 0.01% | 218 |
|
|
2025
Q1 | $355K | Sell |
4,634
-1,348
| -23% | -$103K | 0.02% | 178 |
|
|
2024
Q4 | $447K | Buy |
5,982
+865
| +17% | +$64.6K | 0.02% | 162 |
|
|
2024
Q3 | $401K | Sell |
5,117
-43
| -0.8% | -$3.37K | 0.02% | 168 |
|
|
2024
Q2 | $386K | Sell |
5,160
-813
| -14% | -$60.9K | 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% | -$1.44M | 0.02% | 154 |
|
|
2023
Q3 | $1.75M | Sell |
24,261
-1,392
| -5% | -$101K | 0.11% | 109 |
|
|
2023
Q2 | $1.93M | Buy |
25,653
+734
| +3% | +$55.2K | 0.12% | 105 |
|
|
2023
Q1 | $1.91M | Buy |
24,919
+22,494
| +928% | +$1.73M | 0.13% | 103 |
|
|
2022
Q4 | $180K | Buy |
2,425
+1,333
| +122% | +$99.1K | 0.01% | 184 |
|
|
2022
Q3 | $80K | Buy |
1,092
+273
| +33% | +$20K | 0.01% | 247 |
|
|
2022
Q2 | $64K | Sell |
819
-433
| -35% | -$33.8K | 0.01% | 256 |
|
|
2022
Q1 | $103K | Buy |
1,252
+583
| +87% | +$48K | 0.01% | 205 |
|
|
2021
Q4 | $59K | Sell |
669
-119
| -15% | -$10.5K | 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% | -$888 | 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% | 160 |
|
|
2019
Q3 | $70K | Hold |
798
| – | – | 0.03% | 139 |
|
|
2019
Q2 | $69K | Hold |
798
| – | – | 0.04% | 129 |
|
|
2019
Q1 | $66K | Buy |
798
+80
| +11% | +$6.62K | 0.03% | 129 |
|
|
2018
Q4 | $58K | Hold |
718
| – | – | 0.03% | 131 |
|
|
2018
Q3 | $58K | Sell |
718
-8
| -1% | -$646 | 0.03% | 133 |
|
|
2018
Q2 | $58K | Buy |
726
+8
| +1% | +$639 | 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 |
|