Greystone Financial Group’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 | $34.5M | Buy |
445,701
+138,719
| +45% | +$10.7M | 5.68% | 3 |
|
|
2025
Q1 | $23.5M | Buy |
306,982
+22,270
| +8% | +$1.71M | 4.27% | 2 |
|
|
2024
Q4 | $21.3M | Buy |
284,712
+5,212
| +2% | +$389K | 3.7% | 4 |
|
|
2024
Q3 | $21.9M | Buy |
279,500
+4,812
| +2% | +$377K | 3.91% | 4 |
|
|
2024
Q2 | $20.6M | Buy |
274,688
+7,434
| +3% | +$557K | 4.02% | 3 |
|
|
2024
Q1 | $20.2M | Buy |
+267,254
| New | +$20.2M | 4.02% | 4 |
|
|
2023
Q4 | – | Sell |
-3,458
| Closed | -$250K | – | 108 |
|
|
2023
Q3 | $250K | Sell |
3,458
-234,442
| -99% | -$17M | 0.06% | 100 |
|
|
2023
Q2 | $17.9M | Sell |
237,900
-102,327
| -30% | -$7.7M | 4.15% | 4 |
|
|
2023
Q1 | $26.1M | Buy |
+340,227
| New | +$26.1M | 6.58% | 1 |
|