Boyd Wealth Management’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 | $568K | Buy |
7,348
+1,076
| +17% | +$83.2K | 0.25% | 33 |
|
|
2025
Q1 | $480K | Sell |
6,272
-1,026
| -14% | -$78.6K | 0.24% | 33 |
|
|
2024
Q4 | $545K | Sell |
7,298
-267
| -4% | -$20K | 0.27% | 30 |
|
|
2024
Q3 | $593K | Buy |
7,565
+298
| +4% | +$23.4K | 0.3% | 30 |
|
|
2024
Q2 | $544K | Sell |
7,267
-4,608
| -39% | -$345K | 0.3% | 29 |
|
|
2024
Q1 | $895K | Buy |
11,875
+1,666
| +16% | +$126K | 0.51% | 24 |
|
|
2023
Q4 | $780K | Buy |
10,209
+3,649
| +56% | +$279K | 0.48% | 26 |
|
|
2023
Q3 | $474K | Sell |
6,560
-71
| -1% | -$5.13K | 0.32% | 33 |
|
|
2023
Q2 | $499K | Sell |
6,631
-1,107
| -14% | -$83.3K | 0.3% | 33 |
|
|
2023
Q1 | $594K | Sell |
7,738
-946
| -11% | -$72.6K | 0.41% | 29 |
|
|
2022
Q4 | $645K | Sell |
8,684
-674
| -7% | -$50.1K | 0.47% | 25 |
|
|
2022
Q3 | $688K | Buy |
9,358
+4,750
| +103% | +$349K | 0.55% | 22 |
|
|
2022
Q2 | $358K | Buy |
+4,608
| New | +$358K | 0.29% | 37 |
|