Kestra Private Wealth Services’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 | $6.74M | Buy |
87,099
+14,752
| +20% | +$1.14M | 0.1% | 232 |
|
|
2025
Q1 | $5.54M | Sell |
72,347
-26,876
| -27% | -$2.06M | 0.09% | 238 |
|
|
2024
Q4 | $7.41M | Sell |
99,223
-1,155
| -1% | -$86.3K | 0.13% | 181 |
|
|
2024
Q3 | $7.87M | Buy |
100,378
+41,590
| +71% | +$3.26M | 0.14% | 156 |
|
|
2024
Q2 | $4.4M | Buy |
58,788
+5,530
| +10% | +$414K | 0.09% | 238 |
|
|
2024
Q1 | $4.02M | Sell |
53,258
-7,656
| -13% | -$577K | 0.09% | 236 |
|
|
2023
Q4 | $4.65M | Buy |
60,914
+34,647
| +132% | +$2.65M | 0.12% | 196 |
|
|
2023
Q3 | $1.9M | Buy |
26,267
+17,838
| +212% | +$1.29M | 0.06% | 315 |
|
|
2023
Q2 | $634K | Buy |
8,429
+1,441
| +21% | +$108K | 0.02% | 563 |
|
|
2023
Q1 | $536K | Buy |
6,988
+2,079
| +42% | +$160K | 0.02% | 577 |
|
|
2022
Q4 | $365K | Buy |
4,909
+155
| +3% | +$11.5K | 0.02% | 612 |
|
|
2022
Q3 | $349K | Buy |
4,754
+66
| +1% | +$4.85K | 0.02% | 602 |
|
|
2022
Q2 | $364K | Sell |
4,688
-149
| -3% | -$11.6K | 0.02% | 604 |
|
|
2022
Q1 | $396K | Buy |
4,837
+299
| +7% | +$24.5K | 0.02% | 656 |
|
|
2021
Q4 | $398K | Buy |
4,538
+543
| +14% | +$47.6K | 0.02% | 661 |
|
|
2021
Q3 | $357K | Sell |
3,995
-270
| -6% | -$24.1K | 0.02% | 640 |
|
|
2021
Q2 | $384K | Buy |
4,265
+1,531
| +56% | +$138K | 0.02% | 582 |
|
|
2021
Q1 | $243K | Sell |
2,734
-1,192
| -30% | -$106K | 0.02% | 678 |
|
|
2020
Q4 | $365K | Buy |
3,926
+707
| +22% | +$65.7K | 0.03% | 515 |
|
|
2020
Q3 | $301K | Buy |
+3,219
| New | +$301K | 0.03% | 484 |
|