Dakota 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 | $295K | Sell |
3,812
-1,815
| -32% | -$140K | 0.01% | 622 |
|
|
2025
Q1 | $431K | Sell |
5,627
-1,275
| -18% | -$97.6K | 0.01% | 539 |
|
|
2024
Q4 | $516K | Sell |
6,902
-1,903
| -22% | -$142K | 0.01% | 498 |
|
|
2024
Q3 | $690K | Sell |
8,805
-478
| -5% | -$37.5K | 0.02% | 441 |
|
|
2024
Q2 | $695K | Sell |
9,283
-6,750
| -42% | -$506K | 0.02% | 439 |
|
|
2024
Q1 | $1.21M | Hold |
16,033
| – | – | 0.03% | 335 |
|
|
2023
Q4 | $1.22M | Sell |
16,033
-1,290
| -7% | -$98.5K | 0.05% | 282 |
|
|
2023
Q3 | $1.25M | Sell |
17,323
-5,753
| -25% | -$416K | 0.06% | 257 |
|
|
2023
Q2 | $1.74M | Sell |
23,076
-2,887
| -11% | -$217K | 0.08% | 200 |
|
|
2023
Q1 | $1.99M | Sell |
25,963
-5,905
| -19% | -$453K | 0.13% | 155 |
|
|
2022
Q4 | $2.37M | Sell |
31,868
-995
| -3% | -$73.9K | 0.17% | 135 |
|
|
2022
Q3 | $2.42M | Buy |
+32,863
| New | +$2.42M | 0.2% | 125 |
|
|
2021
Q1 | – | Sell |
-3,512
| Closed | -$326K | – | 316 |
|
|
2020
Q4 | $326K | Buy |
+3,512
| New | +$326K | 0.04% | 242 |
|