KMG Fiduciary 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 | $2.65M | Buy |
34,218
+602
| +2% | +$46.6K | 0.2% | 112 |
|
|
2025
Q1 | $2.57M | Buy |
33,616
+266
| +0.8% | +$20.4K | 0.21% | 105 |
|
|
2024
Q4 | $2.49M | Sell |
33,350
-639
| -2% | -$47.8K | 0.21% | 105 |
|
|
2024
Q3 | $2.66M | Sell |
33,989
-291
| -0.8% | -$22.8K | 0.23% | 101 |
|
|
2024
Q2 | $2.57M | Buy |
34,280
+11
| +0% | +$824 | 0.25% | 87 |
|
|
2024
Q1 | $2.58M | Buy |
34,269
+252
| +0.7% | +$19K | 0.27% | 85 |
|
|
2023
Q4 | $2.6M | Sell |
34,017
-1,541
| -4% | -$118K | 0.3% | 81 |
|
|
2023
Q3 | $2.57M | Buy |
35,558
+1,937
| +6% | +$140K | 0.34% | 77 |
|
|
2023
Q2 | $2.53M | Buy |
33,621
+1,390
| +4% | +$105K | 0.33% | 78 |
|
|
2023
Q1 | $2.47M | Buy |
32,231
+23,790
| +282% | +$1.83M | 0.35% | 78 |
|
|
2022
Q4 | $627K | Buy |
+8,441
| New | +$627K | 0.1% | 148 |
|