Dakota Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$267K Sell
2025
Q2
$295K Sell
2025
Q1
$431K Sell
2024
Q4
$516K Sell
2024
Q3
$690K Sell
2024
Q2
$695K Sell
2024
Q1
$1.21M Hold
2023
Q4
$1.22M Sell
2023
Q3
$1.25M Sell
2023
Q2
$1.74M Sell
2023
Q1
$1.99M Sell
2022
Q4
$2.37M Sell
2022
Q3
$2.42M Buy
2021
Q1
Sell
2020
Q4
$326K Buy