Genesis Private Wealth’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
$5.77M Buy
74,662
+553
+0.7% +$42.8K 2.72% 12
2025
Q1
$5.67M Buy
74,109
+3,237
+5% +$248K 3.01% 10
2024
Q4
$5.3M Buy
+70,872
New +$5.3M 2.92% 10