Crestwood Advisors Group’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 | $284K | Hold |
3,675
| – | – | 0.01% | 453 |
|
|
2025
Q1 | $281K | Hold |
3,675
| – | – | 0.01% | 436 |
|
|
2024
Q4 | $275K | Buy |
+3,675
| New | +$275K | 0.01% | 394 |
|
|
2022
Q1 | – | Sell |
-4,510
| Closed | -$395K | – | 288 |
|
|
2021
Q4 | $395K | Hold |
4,510
| – | – | 0.01% | 222 |
|
|
2021
Q3 | $403K | Hold |
4,510
| – | – | 0.01% | 208 |
|
|
2021
Q2 | $406K | Hold |
4,510
| – | – | 0.01% | 205 |
|
|
2021
Q1 | $400K | Buy |
+4,510
| New | +$400K | 0.01% | 200 |
|
|
2017
Q2 | – | Sell |
-169
| Closed | -$14K | – | 187 |
|
|
2017
Q1 | $14K | Buy |
+169
| New | +$14K | ﹤0.01% | 405 |
|