FSA Advisors’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 |
-6,647
| Closed | -$509K | – | 180 |
|
2025
Q1 | $509K | Buy |
+6,647
| New | +$509K | 0.4% | 84 |
|
2024
Q4 | – | Sell |
-6,987
| Closed | -$546K | – | 143 |
|
2024
Q3 | $546K | Sell |
6,987
-522
| -7% | -$40.8K | 0.54% | 59 |
|
2024
Q2 | $563K | Buy |
7,509
+97
| +1% | +$7.27K | 0.59% | 52 |
|
2024
Q1 | $559K | Sell |
7,412
-474
| -6% | -$35.7K | 0.6% | 52 |
|
2023
Q4 | $602K | Buy |
+7,886
| New | +$602K | 0.75% | 40 |
|