JFS Wealth Advisors’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 | $2.14M | Hold |
27,648
| – | – | 0.14% | 97 |
|
|
2025
Q1 | $2.12M | Buy |
27,648
+6,105
| +28% | +$467K | 0.14% | 89 |
|
|
2024
Q4 | $1.61M | Buy |
21,543
+5,531
| +35% | +$413K | 0.11% | 106 |
|
|
2024
Q3 | $1.25M | Buy |
16,012
+15,234
| +1,958% | +$1.19M | 0.08% | 130 |
|
|
2024
Q2 | $58.3K | Hold |
778
| – | – | ﹤0.01% | 392 |
|
|
2024
Q1 | $58.7K | Hold |
778
| – | – | ﹤0.01% | 401 |
|
|
2023
Q4 | $59.4K | Hold |
778
| – | – | 0.01% | 378 |
|
|
2023
Q3 | $56.3K | Buy |
+778
| New | +$56.3K | 0.01% | 360 |
|
|
2018
Q1 | – | Sell |
-25
| Closed | -$2K | – | 526 |
|
|
2017
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 479 |
|