Long Island 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
$404K Buy
5,229
+53
+1% +$4.1K 0.21% 63
2025
Q1
$396K Buy
5,176
+32
+0.6% +$2.45K 0.24% 58
2024
Q4
$384K Sell
5,144
-2,563
-33% -$192K 0.24% 57
2024
Q3
$604K Buy
7,707
+47
+0.6% +$3.68K 0.4% 48
2024
Q2
$574K Buy
7,660
+47
+0.6% +$3.52K 0.41% 49
2024
Q1
$574K Buy
7,613
+29
+0.4% +$2.19K 0.41% 49
2023
Q4
$579K Buy
+7,584
New +$579K 0.41% 47