Brown 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 | $15.8M | Buy |
204,907
+28,808
| +16% | +$2.23M | 4.92% | 4 |
|
|
2025
Q1 | $13.5M | Sell |
176,099
-128,315
| -42% | -$9.83M | 4.64% | 6 |
|
|
2024
Q4 | $22.7M | Buy |
304,414
+23,508
| +8% | +$1.76M | 8.06% | 3 |
|
|
2024
Q3 | $22M | Buy |
280,906
+40,492
| +17% | +$3.17M | 7.94% | 3 |
|
|
2024
Q2 | $18M | Buy |
240,414
+12,647
| +6% | +$947K | 7.26% | 4 |
|
|
2024
Q1 | $17.2M | Buy |
+227,767
| New | +$17.2M | 7.1% | 4 |
|