Meridian 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 | $1.17M | Sell |
15,164
-5,151
| -25% | -$398K | 0.05% | 281 |
|
|
2025
Q1 | $1.56M | Sell |
20,315
-1,828
| -8% | -$140K | 0.08% | 208 |
|
|
2024
Q4 | $1.65M | Sell |
22,143
-842
| -4% | -$62.9K | 0.08% | 214 |
|
|
2024
Q3 | $1.8M | Buy |
+22,985
| New | +$1.8M | 0.09% | 195 |
|
|
2024
Q1 | – | Sell |
-25,427
| Closed | -$1.94M | – | 218 |
|
|
2023
Q4 | $1.94M | Buy |
25,427
+13,955
| +122% | +$1.07M | 0.12% | 172 |
|
|
2023
Q3 | $830K | Buy |
11,472
+4,734
| +70% | +$342K | 0.05% | 267 |
|
|
2023
Q2 | $507K | Sell |
6,738
-30
| -0.4% | -$2.26K | 0.04% | 326 |
|
|
2023
Q1 | $519K | Sell |
6,768
-796
| -11% | -$61.1K | 0.05% | 311 |
|
|
2022
Q4 | $562K | Sell |
7,564
-2,667
| -26% | -$198K | 0.06% | 286 |
|
|
2022
Q3 | $752K | Sell |
10,231
-1,493
| -13% | -$110K | 0.08% | 220 |
|
|
2022
Q2 | $910K | Buy |
11,724
+2,595
| +28% | +$201K | 0.07% | 260 |
|
|
2022
Q1 | $748K | Buy |
9,129
+4,064
| +80% | +$333K | 0.08% | 186 |
|
|
2021
Q4 | $444K | Buy |
+5,065
| New | +$444K | 0.05% | 259 |
|
|
2019
Q3 | – | Sell |
-240
| Closed | -$208 | – | 226 |
|
|
2019
Q2 | $208 | Buy |
+240
| New | +$208 | 0.01% | 534 |
|