Investment Advisory 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 | $234K | Sell |
3,025
-114
| -4% | -$8.82K | 0.07% | 155 |
|
|
2025
Q1 | $240K | Sell |
3,139
-55
| -2% | -$4.21K | 0.08% | 145 |
|
|
2024
Q4 | $239K | Hold |
3,194
| – | – | 0.08% | 146 |
|
|
2024
Q3 | $250K | Buy |
3,194
+193
| +6% | +$15.1K | 0.09% | 145 |
|
|
2024
Q2 | $225K | Sell |
3,001
-265
| -8% | -$19.8K | 0.09% | 147 |
|
|
2024
Q1 | $246K | Hold |
3,266
| – | – | 0.1% | 137 |
|
|
2023
Q4 | $249K | Hold |
3,266
| – | – | 0.11% | 123 |
|
|
2023
Q3 | $236K | Buy |
+3,266
| New | +$236K | 0.12% | 118 |
|