Forum Private Client Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
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|
2025
Q1 | $342K | Sell |
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|
2024
Q4 | $336K | Sell |
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|
2024
Q3 | $354K | Buy |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $340K | Buy |
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|
2023
Q4 | $334K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $327K | Hold |
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|
2023
Q1 | $334K | Sell |
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|
2022
Q4 | $374K | Sell |
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|
2022
Q3 | $388K | Sell |
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|
2022
Q2 | $467K | Sell |
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|
2022
Q1 | $625K | Buy |
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