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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $299K | Buy |
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|
2025
Q2 | $230K | Sell |
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|
2025
Q1 | $355K | Sell |
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|
2024
Q4 | $447K | Buy |
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|
2024
Q3 | $401K | Sell |
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|
2024
Q2 | $386K | Sell |
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|
2024
Q1 | $450K | Buy |
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|
2023
Q4 | $410K | Sell |
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|
2023
Q3 | $1.75M | Sell |
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|
2023
Q2 | $1.93M | Buy |
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|
2023
Q1 | $1.91M | Buy |
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|
2022
Q4 | $180K | Buy |
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|
2022
Q3 | $80K | Buy |
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|
2022
Q2 | $64K | Sell |
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|
2022
Q1 | $103K | Buy |
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|
2021
Q4 | $59K | Sell |
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|
2021
Q3 | $70K | Hold |
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|
2021
Q2 | $71K | Hold |
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|
2021
Q1 | $70K | Sell |
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|
2020
Q4 | $74K | Hold |
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|
2020
Q3 | $74K | Hold |
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|
2020
Q2 | $74K | Hold |
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|
2020
Q1 | $71K | Hold |
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|
2019
Q4 | $70K | Hold |
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|
2019
Q3 | $70K | Hold |
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|
2019
Q2 | $69K | Hold |
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|
2019
Q1 | $66K | Buy |
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|
2018
Q4 | $58K | Hold |
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|
2018
Q3 | $58K | Sell |
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|
2018
Q2 | $58K | Buy |
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|
2018
Q1 | $58K | Hold |
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|
2017
Q4 | $60K | Hold |
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|
2017
Q3 | $61K | Buy |
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