Concord Wealth Partners’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 | $229K | Sell |
2,960
-52
| -2% | -$4.02K | 0.03% | 189 |
|
|
2025
Q1 | $231K | Buy |
3,012
+2,938
| +3,970% | +$225K | 0.04% | 184 |
|
|
2024
Q4 | $5.53K | Hold |
74
| – | – | ﹤0.01% | 589 |
|
|
2024
Q3 | $5.8K | Hold |
74
| – | – | ﹤0.01% | 611 |
|
|
2024
Q2 | $5.54K | Buy |
74
+2
| +3% | +$150 | ﹤0.01% | 563 |
|
|
2024
Q1 | $5.43K | Hold |
72
| – | – | ﹤0.01% | 643 |
|
|
2023
Q4 | $5.5K | Hold |
72
| – | – | ﹤0.01% | 629 |
|
|
2023
Q3 | $5.21K | Hold |
72
| – | – | ﹤0.01% | 709 |
|
|
2023
Q2 | $5.42K | Hold |
72
| – | – | ﹤0.01% | 690 |
|
|
2023
Q1 | $5.53K | Hold |
72
| – | – | ﹤0.01% | 660 |
|
|
2022
Q4 | $5.35K | Buy |
+72
| New | +$5.35K | ﹤0.01% | 749 |
|
|
2022
Q3 | – | Sell |
-72
| Closed | -$6K | – | 262 |
|
|
2022
Q2 | $6K | Hold |
72
| – | – | ﹤0.01% | 772 |
|
|
2022
Q1 | $6K | Hold |
72
| – | – | ﹤0.01% | 861 |
|
|
2021
Q4 | $6K | Hold |
72
| – | – | ﹤0.01% | 898 |
|
|
2021
Q3 | $6K | Hold |
72
| – | – | ﹤0.01% | 546 |
|
|
2021
Q2 | $6K | Sell |
72
-44
| -38% | -$3.67K | ﹤0.01% | 698 |
|
|
2021
Q1 | $10K | Buy |
+116
| New | +$10K | ﹤0.01% | 582 |
|