LGT Financial 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 | $25K | Hold |
323
| – | – | 0.06% | 144 |
|
|
2025
Q1 | $24.7K | Hold |
323
| – | – | 0.08% | 139 |
|
|
2024
Q4 | $24.1K | Sell |
323
-448
| -58% | -$33.5K | 0.05% | 274 |
|
|
2024
Q3 | $60.4K | Sell |
771
-1,060
| -58% | -$83.1K | 0.15% | 106 |
|
|
2024
Q2 | $137K | Sell |
1,831
-286
| -14% | -$21.4K | 0.29% | 62 |
|
|
2024
Q1 | $160K | Sell |
2,117
-35
| -2% | -$2.64K | 0.19% | 129 |
|
|
2023
Q4 | $164K | Sell |
2,152
-71
| -3% | -$5.42K | 0.2% | 116 |
|
|
2023
Q3 | $161K | Sell |
2,223
-654
| -23% | -$47.3K | 0.2% | 109 |
|
|
2023
Q2 | $216K | Sell |
2,877
-962
| -25% | -$72.4K | 0.23% | 112 |
|
|
2023
Q1 | $295K | Sell |
3,839
-4,645
| -55% | -$356K | 0.55% | 55 |
|
|
2022
Q4 | $631K | Buy |
+8,484
| New | +$631K | 0.74% | 27 |
|