Delta Financial 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
Q1 | $760K | Buy |
9,997
+638
| +7% | +$48.5K | 0.17% | 100 |
|
|
2024
Q4 | $699K | Buy |
+9,359
| New | +$699K | 0.16% | 100 |
|
|
2024
Q2 | – | Sell |
-10,544
| Closed | -$795K | – | 124 |
|
|
2024
Q1 | $795K | Buy |
10,544
+2,165
| +26% | +$163K | 0.23% | 75 |
|
|
2023
Q4 | $640K | Buy |
8,379
+2,723
| +48% | +$208K | 0.2% | 92 |
|
|
2023
Q3 | $409K | Buy |
+5,656
| New | +$409K | 0.14% | 118 |
|
|
2023
Q2 | – | Sell |
-4,597
| Closed | -$353K | – | 102 |
|
|
2023
Q1 | $353K | Sell |
4,597
-610
| -12% | -$46.8K | 0.14% | 114 |
|
|
2022
Q4 | $388K | Buy |
+5,207
| New | +$388K | 0.17% | 102 |
|