Financial Counselors Inc’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 | – | Sell |
-322,637
| Closed | -$24.7M | – | 63 |
|
2025
Q1 | $24.7M | Sell |
322,637
-80,010
| -20% | -$6.13M | 0.37% | 66 |
|
2024
Q4 | $30.1M | Buy |
402,647
+152,235
| +61% | +$11.4M | 0.44% | 59 |
|
2024
Q3 | $19.6M | Sell |
250,412
-44,890
| -15% | -$3.52M | 0.29% | 89 |
|
2024
Q2 | $22.1M | Sell |
295,302
-120,164
| -29% | -$9M | 0.36% | 75 |
|
2024
Q1 | $31.3M | Sell |
415,466
-319,100
| -43% | -$24.1M | 0.53% | 53 |
|
2023
Q4 | $56.1M | Buy |
734,566
+427,201
| +139% | +$32.6M | 1% | 21 |
|
2023
Q3 | $22.2M | Buy |
+307,365
| New | +$22.2M | 0.44% | 66 |
|