Market Street Wealth Management 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 | $1.09M | Sell |
14,048
-5,425
| -28% | -$420K | 0.18% | 52 |
|
|
2025
Q1 | $1.49M | Sell |
19,473
-135
| -0.7% | -$10.3K | 0.25% | 46 |
|
|
2024
Q4 | $1.47M | Sell |
19,608
-3,435
| -15% | -$257K | 0.25% | 45 |
|
|
2024
Q3 | $1.81M | Sell |
23,043
-175
| -0.8% | -$13.7K | 0.3% | 40 |
|
|
2024
Q2 | $1.74M | Hold |
23,218
| – | – | 0.3% | 40 |
|
|
2024
Q1 | $1.75M | Sell |
23,218
-1,396
| -6% | -$105K | 0.31% | 38 |
|
|
2023
Q4 | $1.88M | Sell |
24,614
-10,431
| -30% | -$797K | 0.39% | 37 |
|
|
2023
Q3 | $2.53M | Buy |
35,045
+5,444
| +18% | +$394K | 0.65% | 30 |
|
|
2023
Q2 | $2.23M | Sell |
29,601
-979
| -3% | -$73.7K | 0.57% | 31 |
|
|
2023
Q1 | $2.35M | Sell |
30,580
-2,214
| -7% | -$170K | 0.62% | 29 |
|
|
2022
Q4 | $2.44M | Sell |
32,794
-11,739
| -26% | -$872K | 0.71% | 31 |
|
|
2022
Q3 | $3.27M | Buy |
44,533
+34,907
| +363% | +$2.56M | 1.04% | 21 |
|
|
2022
Q2 | $747K | Sell |
9,626
-15,151
| -61% | -$1.18M | 0.23% | 61 |
|
|
2022
Q1 | $2.03M | Buy |
+24,777
| New | +$2.03M | 0.72% | 30 |
|