Greenwich 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 | $318K | Buy |
4,115
+250
| +6% | +$19.3K | 0.02% | 210 |
|
|
2025
Q1 | $296K | Sell |
3,865
-2,500
| -39% | -$191K | 0.02% | 200 |
|
|
2024
Q4 | $476K | Buy |
6,365
+250
| +4% | +$18.7K | 0.03% | 172 |
|
|
2024
Q3 | $479K | Buy |
6,115
+600
| +11% | +$47K | 0.03% | 174 |
|
|
2024
Q2 | $413K | Buy |
5,515
+575
| +12% | +$43.1K | 0.03% | 179 |
|
|
2024
Q1 | $372K | Buy |
4,940
+1,775
| +56% | +$134K | 0.03% | 183 |
|
|
2023
Q4 | $242K | Buy |
3,165
+105
| +3% | +$8.03K | 0.02% | 198 |
|
|
2023
Q3 | $221K | Buy |
+3,060
| New | +$221K | 0.02% | 200 |
|
|
2022
Q4 | – | Sell |
-3,250
| Closed | -$239K | – | 237 |
|
|
2022
Q3 | $239K | Sell |
3,250
-150
| -4% | -$11K | 0.03% | 204 |
|
|
2022
Q2 | $264K | Hold |
3,400
| – | – | 0.04% | 203 |
|
|
2022
Q1 | $278K | Sell |
3,400
-100
| -3% | -$8.18K | 0.03% | 197 |
|
|
2021
Q4 | $307K | Buy |
3,500
+1,000
| +40% | +$87.7K | 0.03% | 193 |
|
|
2021
Q3 | $224K | Buy |
+2,500
| New | +$224K | 0.02% | 217 |
|