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