MGIA
Moneta Group Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
21,691
+594
| +3% | +$45.9K | 0.02% | 246 |
|
|
2025
Q1 | $1.62M | Buy |
21,097
+799
| +4% | +$61.2K | 0.02% | 232 |
|
|
2024
Q4 | $1.52M | Sell |
20,298
-1,148
| -5% | -$85.8K | 0.02% | 241 |
|
|
2024
Q3 | $1.68M | Sell |
21,446
-1,570
| -7% | -$123K | 0.02% | 216 |
|
|
2024
Q2 | $1.72M | Buy |
23,016
+3,869
| +20% | +$290K | 0.03% | 202 |
|
|
2024
Q1 | $1.44M | Buy |
19,147
+2,644
| +16% | +$199K | 0.02% | 226 |
|
|
2023
Q4 | $1.26M | Buy |
16,503
+5,072
| +44% | +$387K | 0.02% | 209 |
|
|
2023
Q3 | $827K | Sell |
11,431
-218
| -2% | -$15.8K | 0.02% | 246 |
|
|
2023
Q2 | $876K | Buy |
11,649
+123
| +1% | +$9.25K | 0.02% | 242 |
|
|
2023
Q1 | $885K | Buy |
11,526
+4,961
| +76% | +$381K | 0.02% | 230 |
|
|
2022
Q4 | $504K | Sell |
6,565
-144
| -2% | -$11.1K | 0.01% | 296 |
|
|
2022
Q3 | $493K | Buy |
6,709
+437
| +7% | +$32.1K | 0.02% | 278 |
|
|
2022
Q2 | $487K | Sell |
6,272
-1,506
| -19% | -$117K | 0.02% | 304 |
|
|
2022
Q1 | $637K | Sell |
7,778
-1,912
| -20% | -$157K | 0.03% | 261 |
|
|
2021
Q4 | $849K | Buy |
9,690
+1,752
| +22% | +$154K | 0.03% | 230 |
|
|
2021
Q3 | $710K | Buy |
7,938
+857
| +12% | +$76.7K | 0.03% | 233 |
|
|
2021
Q2 | $637K | Sell |
7,081
-414
| -6% | -$37.2K | 0.03% | 250 |
|
|
2021
Q1 | $665K | Buy |
7,495
+441
| +6% | +$39.1K | 0.04% | 221 |
|
|
2020
Q4 | $655K | Buy |
7,054
+1,727
| +32% | +$160K | 0.05% | 174 |
|
|
2020
Q3 | $498K | Sell |
5,327
-60
| -1% | -$5.61K | 0.04% | 166 |
|
|
2020
Q2 | $502K | Buy |
5,387
+148
| +3% | +$13.8K | 0.05% | 159 |
|
|
2020
Q1 | $468K | Buy |
5,239
+11
| +0.2% | +$983 | 0.05% | 153 |
|
|
2019
Q4 | $456K | Sell |
5,228
-11
| -0.2% | -$959 | 0.04% | 176 |
|
|
2019
Q3 | $461K | Sell |
5,239
-1,975
| -27% | -$174K | 0.04% | 173 |
|
|
2019
Q2 | $624K | Buy |
7,214
+2,186
| +43% | +$189K | 0.06% | 147 |
|
|
2019
Q1 | $422K | Buy |
+5,028
| New | +$422K | 0.04% | 154 |
|
|
2018
Q4 | – | Sell |
-3,255
| Closed | -$262K | – | 212 |
|
|
2018
Q3 | $262K | Buy |
3,255
+848
| +35% | +$68.3K | 0.03% | 191 |
|
|
2018
Q2 | $195K | Buy |
2,407
+1,884
| +360% | +$153K | 0.02% | 251 |
|
|
2018
Q1 | $43K | Buy |
523
+443
| +554% | +$36.4K | 0.01% | 328 |
|
|
2017
Q4 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 351 |
|