Clarity Wealth 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 | $7.46M | Buy |
96,449
+4,630
| +5% | +$358K | 1.84% | 21 |
|
|
2025
Q1 | $7.03M | Buy |
91,819
+4,942
| +6% | +$378K | 1.95% | 18 |
|
|
2024
Q4 | $6.49M | Buy |
86,877
+16,528
| +23% | +$1.24M | 1.77% | 19 |
|
|
2024
Q3 | $5.51M | Buy |
70,349
+22,519
| +47% | +$1.76M | 1.6% | 23 |
|
|
2024
Q2 | $3.58M | Buy |
47,830
+3,303
| +7% | +$247K | 1.16% | 27 |
|
|
2024
Q1 | $3.36M | Buy |
44,527
+12,286
| +38% | +$926K | 1.14% | 27 |
|
|
2023
Q4 | $2.46M | Buy |
+32,241
| New | +$2.46M | 0.93% | 31 |
|