Maripau 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 | $449K | Buy |
5,813
+156
| +3% | +$12.1K | 0.23% | 93 |
|
|
2025
Q1 | $433K | Sell |
5,657
-709
| -11% | -$54.3K | 0.25% | 88 |
|
|
2024
Q4 | $476K | Buy |
+6,366
| New | +$476K | 0.28% | 75 |
|
|
2024
Q3 | – | Sell |
-8,541
| Closed | -$640K | – | 59 |
|
|
2024
Q2 | $640K | Sell |
8,541
-328
| -4% | -$24.6K | 0.44% | 54 |
|
|
2024
Q1 | $669K | Sell |
8,869
-262
| -3% | -$19.8K | 0.5% | 49 |
|
|
2023
Q4 | $697K | Sell |
9,131
-305
| -3% | -$23.3K | 0.61% | 37 |
|
|
2023
Q3 | $682K | Sell |
9,436
-244
| -3% | -$17.6K | 0.63% | 38 |
|
|
2023
Q2 | $728K | Sell |
9,680
-46
| -0.5% | -$3.46K | 0.65% | 34 |
|
|
2023
Q1 | $746K | Buy |
9,726
+6
| +0.1% | +$460 | 0.78% | 30 |
|
|
2022
Q4 | $750K | Buy |
9,720
+541
| +6% | +$41.7K | 0.78% | 34 |
|
|
2022
Q3 | $668K | Buy |
9,179
+1,524
| +20% | +$111K | 0.72% | 38 |
|
|
2022
Q2 | $612K | Sell |
7,655
-145
| -2% | -$11.6K | 0.66% | 35 |
|
|
2022
Q1 | $613K | Buy |
7,800
+246
| +3% | +$19.3K | 0.55% | 42 |
|
|
2021
Q4 | $634K | Buy |
+7,554
| New | +$634K | 0.6% | 39 |
|