Capital Insight Partners’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 | $15.2M | Sell |
196,445
-15,112
| -7% | -$1.17M | 2.64% | 6 |
|
|
2025
Q1 | $16.2M | Buy |
211,557
+800
| +0.4% | +$61.3K | 2.83% | 6 |
|
|
2024
Q4 | $15.7M | Buy |
210,757
+3,200
| +2% | +$239K | 2.72% | 6 |
|
|
2024
Q3 | $16.3M | Sell |
207,557
-43,074
| -17% | -$3.38M | 2.85% | 5 |
|
|
2024
Q2 | $18.8M | Sell |
250,631
-39,454
| -14% | -$2.95M | 3.54% | 4 |
|
|
2024
Q1 | $21.9M | Buy |
290,085
+10,482
| +4% | +$790K | 4.09% | 4 |
|
|
2023
Q4 | $21.4M | Buy |
279,603
+4,039
| +1% | +$308K | 4.37% | 4 |
|
|
2023
Q3 | $19.9M | Buy |
275,564
+7,810
| +3% | +$565K | 4.53% | 4 |
|
|
2023
Q2 | $20.1M | Buy |
+267,754
| New | +$20.1M | 4.51% | 4 |
|