EnRich Financial Partners’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 | $406K | Buy |
5,253
+709
| +16% | +$54.8K | 0.12% | 41 |
|
|
2025
Q1 | $348K | Buy |
4,544
+13
| +0.3% | +$995 | 0.12% | 40 |
|
|
2024
Q4 | $339K | Buy |
4,531
+29
| +0.6% | +$2.17K | 0.11% | 39 |
|
|
2024
Q3 | $353K | Buy |
4,502
+21
| +0.5% | +$1.65K | 0.12% | 39 |
|
|
2024
Q2 | $336K | Buy |
4,481
+1,280
| +40% | +$95.9K | 0.12% | 37 |
|
|
2024
Q1 | $241K | Buy |
3,201
+1
| +0% | +$75 | 0.09% | 45 |
|
|
2023
Q4 | $244K | Buy |
+3,200
| New | +$244K | 0.1% | 43 |
|