Compass Advisory Group’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
Q2
$377K Sell
2025
Q1
$374K Buy
2024
Q4
$363K Sell
2024
Q3
$435K Buy
2024
Q2
$412K Buy
2024
Q1
$408K Buy
2023
Q4
$412K Sell
2023
Q3
$462K Buy
2023
Q2
$479K Buy
2023
Q1
$484K Buy
2022
Q4
$478K Sell
2022
Q3
$465K Buy
2022
Q2
$368K Buy
2022
Q1
$353K Buy
2021
Q4
$377K Sell
2021
Q3
$499K Buy
2021
Q2
$368K Sell
2021
Q1
$745K Sell
2020
Q4
$907K Buy