Carolinas Wealth Consulting’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 | – | Sell |
-403,218
| Closed | -$30.9M | – | 96 |
|
|
2025
Q1 | $30.9M | Sell |
403,218
-1,969
| -0.5% | -$151K | 6.64% | 3 |
|
|
2024
Q4 | $30.3M | Sell |
405,187
-1,679
| -0.4% | -$125K | 5.95% | 3 |
|
|
2024
Q3 | $31.9M | Sell |
406,866
-8
| -0% | -$627 | 5.79% | 2 |
|
|
2024
Q2 | $30.5M | Sell |
406,874
-3,055
| -0.7% | -$229K | 5.88% | 2 |
|
|
2024
Q1 | $30.9M | Buy |
409,929
+14,640
| +4% | +$1.1M | 6.09% | 2 |
|
|
2023
Q4 | $30.2M | Buy |
395,289
+65,359
| +20% | +$4.99M | 6.57% | 2 |
|
|
2023
Q3 | $23.4M | Buy |
329,930
+161,690
| +96% | +$11.5M | 5.84% | 2 |
|
|
2023
Q2 | $12.7M | Buy |
168,240
+110,327
| +191% | +$8.3M | 2.51% | 11 |
|
|
2023
Q1 | $4.44M | Buy |
57,913
+17,666
| +44% | +$1.36M | 0.95% | 25 |
|
|
2022
Q4 | $2.99M | Buy |
40,247
+28,350
| +238% | +$2.11M | 0.68% | 33 |
|
|
2022
Q3 | $874K | Buy |
+11,897
| New | +$874K | 0.22% | 55 |
|
|
2021
Q2 | – | Sell |
-1,303
| Closed | -$116K | – | 944 |
|
|
2021
Q1 | $116K | Buy |
1,303
+4
| +0.3% | +$356 | 0.03% | 234 |
|
|
2020
Q4 | $121K | Buy |
1,299
+18
| +1% | +$1.68K | 0.03% | 206 |
|
|
2020
Q3 | $120K | Buy |
1,281
+7
| +0.5% | +$656 | 0.04% | 172 |
|
|
2020
Q2 | $119K | Buy |
1,274
+8
| +0.6% | +$747 | 0.05% | 135 |
|
|
2020
Q1 | $113K | Buy |
+1,266
| New | +$113K | 0.06% | 109 |
|