Congress Wealth Management’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 | $5.28M | Sell |
68,223
-1,308
| -2% | -$101K | 0.05% | 370 |
|
|
2025
Q1 | $5.32M | Buy |
69,531
+19,957
| +40% | +$1.53M | 0.06% | 322 |
|
|
2024
Q4 | $3.7M | Buy |
49,574
+481
| +1% | +$35.9K | 0.05% | 325 |
|
|
2024
Q3 | $3.85M | Sell |
49,093
-28,955
| -37% | -$2.27M | 0.05% | 330 |
|
|
2024
Q2 | $5.85M | Sell |
78,048
-4,879
| -6% | -$365K | 0.09% | 229 |
|
|
2024
Q1 | $6.25M | Sell |
82,927
-2,819
| -3% | -$213K | 0.11% | 206 |
|
|
2023
Q4 | $6.55M | Buy |
85,746
+3,538
| +4% | +$270K | 0.12% | 196 |
|
|
2023
Q3 | $5.94M | Buy |
+82,208
| New | +$5.94M | 0.12% | 194 |
|