Golden State Wealth Management’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 | $504K | Buy |
6,521
+229
| +4% | +$17.7K | 0.06% | 233 |
|
|
2025
Q1 | $482K | Sell |
6,292
-77
| -1% | -$5.9K | 0.07% | 209 |
|
|
2024
Q4 | $476K | Buy |
+6,369
| New | +$476K | 0.07% | 203 |
|
|
2022
Q1 | $624K | Buy |
7,621
+20
| +0.3% | +$1.64K | 0.12% | 153 |
|
|
2021
Q4 | $666K | Sell |
7,601
-464
| -6% | -$40.7K | 0.11% | 171 |
|
|
2021
Q3 | $721K | Buy |
8,065
+500
| +7% | +$44.7K | 0.16% | 128 |
|
|
2021
Q2 | $681K | Sell |
7,565
-451
| -6% | -$40.6K | 0.15% | 129 |
|
|
2021
Q1 | $711K | Sell |
8,016
-431
| -5% | -$38.2K | 0.23% | 76 |
|
|
2020
Q4 | $784K | Sell |
8,447
-429
| -5% | -$39.8K | 0.23% | 88 |
|
|
2020
Q3 | $830K | Buy |
+8,876
| New | +$830K | 0.28% | 62 |
|
|
2020
Q2 | – | Sell |
-8,539
| Closed | -$763K | – | 256 |
|
|
2020
Q1 | $763K | Buy |
+8,539
| New | +$763K | 0.34% | 50 |
|
|
2019
Q4 | – | Sell |
-8,618
| Closed | -$758K | – | 141 |
|
|
2019
Q3 | $758K | Buy |
8,618
+53
| +0.6% | +$4.66K | 0.25% | 76 |
|
|
2019
Q2 | $740K | Buy |
8,565
+417
| +5% | +$36K | 0.23% | 86 |
|
|
2019
Q1 | $684K | Buy |
+8,148
| New | +$684K | 0.23% | 94 |
|