Clarity Capital Advisors’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 | $5.84M | Buy |
75,489
+4,623
| +7% | +$358K | 3.41% | 10 |
|
|
2025
Q1 | $5.43M | Buy |
70,866
+599
| +0.9% | +$45.9K | 3.56% | 9 |
|
|
2024
Q4 | $5.25M | Buy |
70,267
+20,010
| +40% | +$1.5M | 3.52% | 9 |
|
|
2024
Q3 | $3.94M | Buy |
50,257
+3,707
| +8% | +$291K | 2.83% | 11 |
|
|
2024
Q2 | $3.49M | Buy |
46,550
+2,773
| +6% | +$208K | 2.69% | 11 |
|
|
2024
Q1 | $3.3M | Sell |
43,777
-4,148
| -9% | -$313K | 2.63% | 12 |
|
|
2023
Q4 | $3.66M | Buy |
+47,925
| New | +$3.66M | 3.18% | 10 |
|