Elevate Wealth Advisory’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
$203K Hold
2,621
0.14% 76
2025
Q1
$201K Hold
2,621
0.14% 73
2024
Q4
$196K Hold
2,621
0.15% 68
2024
Q3
$205K Buy
+2,621
New +$205K 0.15% 70