Keyes Stange & Wooten Wealth Management’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 | $17.1M | Buy |
220,905
+42,108
| +24% | +$3.26M | 8.87% | 4 |
|
|
2025
Q1 | $13.7M | Buy |
178,797
+17,506
| +11% | +$1.34M | 7.78% | 5 |
|
|
2024
Q4 | $12.1M | Buy |
161,291
+20,222
| +14% | +$1.51M | 7.1% | 5 |
|
|
2024
Q3 | $11.1M | Buy |
141,069
+112,465
| +393% | +$8.81M | 6.56% | 5 |
|
|
2024
Q2 | $2.14M | Buy |
28,604
+3,451
| +14% | +$258K | 1.49% | 12 |
|
|
2024
Q1 | $1.9M | Buy |
25,153
+8
| +0% | +$603 | 1.67% | 12 |
|
|
2023
Q4 | $1.92M | Buy |
+25,145
| New | +$1.92M | 2.04% | 9 |
|