DHK Financial Advisors’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
$770K Sell
9,950
-9,950
-50% -$770K 0.44% 46
2025
Q1
$1.52M Buy
19,900
+9,950
+100% +$762K 0.84% 26
2024
Q4
$744K Hold
9,950
0.45% 48
2024
Q3
$780K Buy
+9,950
New +$780K 0.48% 41