Financial Advocates Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Financial Advocates Investment Management’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.02M	Sell	26,079 -4,454	-15%	-$344K	0.16%	125
2025 Q1	$2.34M	Sell	30,533 -17,935	-37%	-$1.37M	0.16%	149
2024 Q4	$3.62M	Sell	48,468 -44,718	-48%	-$3.34M	0.21%	103
2024 Q3	$7.16M	Buy	93,186 +42,711	+85%	+$3.28M	0.4%	56
2024 Q2	$3.78M	Sell	50,475 -6,625	-12%	-$496K	0.23%	97
2024 Q1	$4.31M	Sell	57,100 -2,081	-4%	-$157K	0.25%	96
2023 Q4	$4.52M	Buy	59,181 +15,755	+36%	+$1.2M	0.3%	79
2023 Q3	$3.14M	Sell	43,426 -1,382	-3%	-$99.9K	0.23%	110
2023 Q2	$3.37M	Sell	44,808 -304	-0.7%	-$22.9K	0.24%	103
2023 Q1	$3.46M	Sell	45,112 -32,520	-42%	-$2.5M	0.25%	92
2022 Q4	$5.77M	Sell	77,632 -12,070	-13%	-$897K	0.43%	51
2022 Q3	$6.67M	Buy	89,702 +2,064	+2%	+$153K	0.55%	31
2022 Q2	$6.81M	Sell	87,638 -3,216	-4%	-$250K	0.55%	31
2022 Q1	$7.44M	Buy	90,854 +2,842	+3%	+$233K	0.49%	39
2021 Q4	$7.71M	Sell	88,012 -503	-0.6%	-$44.1K	0.49%	34
2021 Q3	$7.92M	Buy	88,515 +3,830	+5%	+$343K	0.53%	31
2021 Q2	$7.62M	Buy	84,685 +6,530	+8%	+$587K	0.51%	33
2021 Q1	$6.94M	Sell	78,155 -11,870	-13%	-$1.05M	0.49%	35
2020 Q4	$8.17M	Buy	90,025 +37,081	+70%	+$3.37M	0.56%	31
2020 Q3	$4.95M	Sell	52,944 -1,466	-3%	-$137K	0.42%	50
2020 Q2	$5.07M	Buy	54,410 +2,476	+5%	+$231K	0.48%	37
2020 Q1	$4.64M	Buy	51,934 +7,637	+17%	+$682K	0.66%	30
2019 Q4	$3.86M	Buy	44,297 +5,023	+13%	+$438K	0.41%	58
2019 Q3	$3.46M	Buy	39,274 +13,819	+54%	+$1.22M	0.39%	63
2019 Q2	$2.2M	Buy	25,455 +13,190	+108%	+$1.14M	0.26%	105
2019 Q1	$1.03M	Buy	12,265 +61	+0.5%	+$5.12K	0.13%	176
2018 Q4	$992K	Buy	12,204 +423	+4%	+$34.4K	0.14%	169
2018 Q3	$948K	Buy	11,781 +798	+7%	+$64.2K	0.11%	194
2018 Q2	$886K	Sell	10,983 -100	-0.9%	-$8.07K	0.11%	197
2018 Q1	$906K	Sell	11,083 -2,761	-20%	-$226K	0.12%	183
2017 Q4	$1.16M	Buy	+13,844	New	+$1.16M	0.16%	137