Clearstead Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $471K | Sell |
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|
2025
Q2 | $581K | Buy |
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|
2025
Q1 | $565K | Buy |
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|
2024
Q4 | $251K | Buy |
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|
2024
Q3 | $261K | Buy |
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|
2024
Q2 | $247K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $31.4K | Buy |
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|
2023
Q2 | $16.3K | Hold |
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|
2023
Q1 | $16.7K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $6K | Sell |
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|
2021
Q3 | $12K | Hold |
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|
2021
Q2 | $12K | Sell |
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|
2021
Q1 | $16K | Sell |
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|
2020
Q4 | $47K | Sell |
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|
2020
Q3 | $82K | Buy |
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|
2020
Q2 | $65K | Hold |
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|
2020
Q1 | $63K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $500K | Buy |
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