Invenio Wealth Partners’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 | $1.63M | Buy |
21,114
+105
| +0.5% | +$8.12K | 0.65% | 28 |
|
|
2025
Q1 | $1.61M | Sell |
21,009
-966
| -4% | -$74K | 0.68% | 26 |
|
|
2024
Q4 | $1.64M | Buy |
21,975
+2,888
| +15% | +$216K | 0.69% | 28 |
|
|
2024
Q3 | $1.5M | Sell |
19,087
-862
| -4% | -$67.6K | 0.65% | 28 |
|
|
2024
Q2 | $1.49M | Buy |
19,949
+1,131
| +6% | +$84.7K | 0.74% | 27 |
|
|
2024
Q1 | $1.42M | Buy |
18,818
+3,714
| +25% | +$280K | 0.76% | 26 |
|
|
2023
Q4 | $1.15M | Buy |
15,104
+8,450
| +127% | +$645K | 0.83% | 30 |
|
|
2023
Q3 | $481K | Buy |
+6,654
| New | +$481K | 0.44% | 44 |
|