Fiduciary 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
Q2
$11.1M Buy
144,758
+2,183
+2% +$168K 2.02% 9
2025
Q1
$10.7M Buy
142,575
+5,888
+4% +$444K 2.34% 9
2024
Q4
$10.1M Buy
136,687
+9,445
+7% +$698K 2.2% 9
2024
Q3
$9.81M Buy
127,242
+10,194
+9% +$786K 2.25% 8
2024
Q2
$8.89M Buy
+117,048
New +$8.89M 2.15% 9