Family Wealth 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 | $834K | Sell |
10,785
-409
| -4% | -$31.6K | 0.33% | 36 |
|
|
2025
Q1 | $857K | Buy |
11,194
+31
| +0.3% | +$2.37K | 0.39% | 33 |
|
|
2024
Q4 | $834K | Sell |
11,163
-2,728
| -20% | -$204K | 0.4% | 33 |
|
|
2024
Q3 | $1.09M | Sell |
13,891
-289
| -2% | -$22.7K | 0.56% | 33 |
|
|
2024
Q2 | $1.06M | Sell |
14,180
-583
| -4% | -$43.7K | 0.55% | 33 |
|
|
2024
Q1 | $1.11M | Sell |
14,763
-4,424
| -23% | -$334K | 0.63% | 33 |
|
|
2023
Q4 | $1.47M | Buy |
+19,187
| New | +$1.47M | 1.13% | 31 |
|