CGC Financial Services’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
$1.09M Sell
14,046
-1,184
-8% -$91.6K 0.37% 16
2025
Q1
$1.17M Sell
15,230
-635
-4% -$48.6K 0.46% 13
2024
Q4
$1.19M Sell
15,865
-2,038
-11% -$152K 0.47% 13
2024
Q3
$1.4M Buy
17,903
+935
+6% +$73.3K 0.56% 12
2024
Q2
$1.27M Buy
16,968
+1,241
+8% +$92.9K 0.55% 12
2024
Q1
$1.19M Buy
15,727
+2,469
+19% +$186K 0.62% 10
2023
Q4
$1.01M Sell
13,258
-862
-6% -$65.8K 0.46% 18
2023
Q3
$1.02M Buy
14,120
+146
+1% +$10.6K 0.71% 10
2023
Q2
$1.05M Buy
+13,974
New +$1.05M 0.68% 12