MGO One Seven’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 | $12.1M | Buy |
155,811
+11,288
| +8% | +$873K | 0.39% | 48 |
|
2025
Q1 | $11.1M | Buy |
144,523
+66,624
| +86% | +$5.1M | 0.43% | 46 |
|
2024
Q4 | $5.82M | Buy |
77,899
+4,532
| +6% | +$339K | 0.22% | 100 |
|
2024
Q3 | $5.75M | Buy |
73,367
+3,125
| +4% | +$245K | 0.25% | 98 |
|
2024
Q2 | $5.26M | Buy |
70,242
+126
| +0.2% | +$9.44K | 0.25% | 95 |
|
2024
Q1 | $5.29M | Sell |
70,116
-15,156
| -18% | -$1.14M | 0.27% | 85 |
|
2023
Q4 | $6.51M | Buy |
85,272
+19,211
| +29% | +$1.47M | 0.37% | 64 |
|
2023
Q3 | $4.78M | Buy |
66,061
+40,933
| +163% | +$2.96M | 0.37% | 64 |
|
2023
Q2 | $1.89M | Sell |
25,128
-62,015
| -71% | -$4.67M | 0.17% | 151 |
|
2023
Q1 | $6.69M | Buy |
87,143
+37,058
| +74% | +$2.84M | 0.42% | 51 |
|
2022
Q4 | $3.72M | Sell |
50,085
-12,093
| -19% | -$899K | 0.37% | 59 |
|
2022
Q3 | $41.4K | Buy |
62,178
+48,970
| +371% | +$32.6K | 1.61% | 11 |
|
2022
Q2 | $1.03M | Buy |
13,208
+2,070
| +19% | +$161K | 0.14% | 172 |
|
2022
Q1 | $912K | Buy |
11,138
+877
| +9% | +$71.8K | 0.1% | 228 |
|
2021
Q4 | $899K | Buy |
10,261
+708
| +7% | +$62K | 0.09% | 244 |
|
2021
Q3 | $849K | Sell |
9,553
-4,661
| -33% | -$414K | 0.11% | 232 |
|
2021
Q2 | $1.28M | Buy |
14,214
+7,710
| +119% | +$694K | 0.18% | 149 |
|
2021
Q1 | $577K | Buy |
6,504
+2,471
| +61% | +$219K | 0.1% | 264 |
|
2020
Q4 | $374K | Buy |
+4,033
| New | +$374K | 0.08% | 324 |
|
2019
Q1 | – | Sell |
-62
| Closed | -$5K | – | 539 |
|
2018
Q4 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 1344 |
|
2018
Q1 | $12K | Sell |
147
-423
| -74% | -$34.5K | 0.01% | 1030 |
|
2017
Q4 | $48K | Buy |
+570
| New | +$48K | 0.02% | 619 |
|