Corient Private Wealth’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 | $23.2M | Buy |
300,404
+176,744
| +143% | +$13.7M | 0.02% | 403 |
|
|
2025
Q1 | $9.47M | Buy |
123,660
+97,970
| +381% | +$7.5M | 0.02% | 530 |
|
|
2024
Q4 | $1.92M | Sell |
25,690
-163
| -0.6% | -$12.2K | ﹤0.01% | 1023 |
|
|
2024
Q3 | $2.03M | Buy |
25,853
+4,132
| +19% | +$324K | ﹤0.01% | 1067 |
|
|
2024
Q2 | $1.63M | Sell |
21,721
-4,261
| -16% | -$319K | ﹤0.01% | 1120 |
|
|
2024
Q1 | $1.96M | Buy |
25,982
+2,874
| +12% | +$217K | ﹤0.01% | 1025 |
|
|
2023
Q4 | $1.76M | Sell |
23,108
-2,877
| -11% | -$220K | ﹤0.01% | 1059 |
|
|
2023
Q3 | $1.88M | Buy |
25,985
+3,336
| +15% | +$241K | ﹤0.01% | 939 |
|
|
2023
Q2 | $1.7M | Buy |
22,649
+623
| +3% | +$46.9K | ﹤0.01% | 952 |
|
|
2023
Q1 | $1.69M | Buy |
22,026
+556
| +3% | +$42.7K | ﹤0.01% | 897 |
|
|
2022
Q4 | $1.6M | Buy |
+21,470
| New | +$1.6M | 0.01% | 772 |
|