Forthright Family Wealth Advisory’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 |
-4,142
| Closed | -$317K | – | 50 |
|
|
2025
Q1 | $317K | Sell |
4,142
-729
| -15% | -$55.8K | 0.21% | 42 |
|
|
2024
Q4 | $364K | Sell |
4,871
-230
| -5% | -$17.2K | 0.24% | 42 |
|
|
2024
Q3 | $391K | Sell |
5,101
-49,673
| -91% | -$3.8M | 0.25% | 42 |
|
|
2024
Q2 | $4.1M | Sell |
54,774
-7,597
| -12% | -$569K | 2.64% | 9 |
|
|
2024
Q1 | $4.7M | Sell |
62,371
-2,859
| -4% | -$216K | 3.15% | 7 |
|
|
2023
Q4 | $4.98M | Buy |
+65,230
| New | +$4.98M | 3.9% | 5 |
|