Marcum Wealth’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
Q1 | $618K | Buy |
8,074
+456
| +6% | +$34.9K | 0.05% | 165 |
|
|
2024
Q4 | $569K | Sell |
7,618
-324
| -4% | -$24.2K | 0.05% | 177 |
|
|
2024
Q3 | $622K | Sell |
7,942
-481
| -6% | -$37.7K | 0.06% | 163 |
|
|
2024
Q2 | $631K | Buy |
8,423
+264
| +3% | +$19.8K | 0.06% | 156 |
|
|
2024
Q1 | $615K | Sell |
8,159
-244
| -3% | -$18.4K | 0.06% | 160 |
|
|
2023
Q4 | $642K | Sell |
8,403
-1,451
| -15% | -$111K | 0.07% | 142 |
|
|
2023
Q3 | $713K | Sell |
9,854
-17
| -0.2% | -$1.23K | 0.09% | 123 |
|
|
2023
Q2 | $743K | Sell |
9,871
-391
| -4% | -$29.4K | 0.09% | 119 |
|
|
2023
Q1 | $788K | Sell |
10,262
-539
| -5% | -$41.4K | 0.1% | 120 |
|
|
2022
Q4 | $803K | Sell |
10,801
-2,402
| -18% | -$179K | 0.11% | 115 |
|
|
2022
Q3 | $970K | Sell |
13,203
-954
| -7% | -$70.1K | 0.15% | 81 |
|
|
2022
Q2 | $1.1M | Sell |
14,157
-114
| -0.8% | -$8.85K | 0.16% | 78 |
|
|
2022
Q1 | $1.17M | Buy |
14,271
+141
| +1% | +$11.6K | 0.16% | 83 |
|
|
2021
Q4 | $1.24M | Buy |
14,130
+45
| +0.3% | +$3.94K | 0.17% | 85 |
|
|
2021
Q3 | $1.26M | Sell |
14,085
-134
| -0.9% | -$12K | 0.2% | 72 |
|
|
2021
Q2 | $1.28M | Sell |
14,219
-432
| -3% | -$38.9K | 0.21% | 65 |
|
|
2021
Q1 | $1.3M | Buy |
14,651
+1,248
| +9% | +$111K | 0.21% | 64 |
|
|
2020
Q4 | $1.24M | Sell |
13,403
-830
| -6% | -$77K | 0.29% | 30 |
|
|
2020
Q3 | $1.33M | Sell |
14,233
-2,961
| -17% | -$277K | 0.41% | 32 |
|
|
2020
Q2 | $1.6M | Buy |
17,194
+2,095
| +14% | +$195K | 0.49% | 32 |
|
|
2020
Q1 | $1.35M | Buy |
15,099
+1,462
| +11% | +$131K | 0.52% | 23 |
|
|
2019
Q4 | $1.19M | Buy |
+13,637
| New | +$1.19M | 0.45% | 25 |
|