Laurel Wealth Advisors (North Carolina)’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 | $516K | Buy |
39,858
+39,347
| +7,700% | +$509K | 0.01% | 331 |
|
|
2025
Q1 | $39.1K | Buy |
511
+4
| +0.8% | +$306 | 0.01% | 335 |
|
|
2024
Q4 | $37.9K | Buy |
507
+6
| +1% | +$448 | 0.01% | 345 |
|
|
2024
Q3 | $39.2K | Buy |
501
+5
| +1% | +$391 | 0.01% | 330 |
|
|
2024
Q2 | $37.1K | Sell |
496
-502
| -50% | -$37.6K | 0.01% | 311 |
|
|
2024
Q1 | $75.2K | Sell |
998
-1,148
| -53% | -$86.5K | 0.01% | 257 |
|
|
2023
Q4 | $164K | Sell |
2,146
-555
| -21% | -$42.4K | 0.03% | 183 |
|
|
2023
Q3 | $195K | Buy |
2,701
+13
| +0.5% | +$940 | 0.04% | 170 |
|
|
2023
Q2 | $202K | Buy |
2,688
+11
| +0.4% | +$827 | 0.04% | 169 |
|
|
2023
Q1 | $205K | Sell |
2,677
-33
| -1% | -$2.53K | 0.04% | 167 |
|
|
2022
Q4 | $201K | Buy |
2,710
+725
| +37% | +$53.9K | 0.05% | 160 |
|
|
2022
Q3 | $146K | Sell |
1,985
-208
| -9% | -$15.3K | 0.04% | 178 |
|
|
2022
Q2 | $170K | Buy |
2,193
+25
| +1% | +$1.94K | 0.04% | 168 |
|
|
2022
Q1 | $178K | Sell |
2,168
-853
| -28% | -$70K | 0.04% | 175 |
|
|
2021
Q4 | $265K | Buy |
3,021
+856
| +40% | +$75.1K | 0.05% | 148 |
|
|
2021
Q3 | $194K | Buy |
2,165
+1,665
| +333% | +$149K | 0.04% | 167 |
|
|
2021
Q2 | $45K | Buy |
+500
| New | +$45K | 0.01% | 290 |
|
|
2019
Q3 | – | Sell |
-151
| Closed | -$13K | – | 514 |
|
|
2019
Q2 | $13K | Buy |
+151
| New | +$13K | ﹤0.01% | 346 |
|