Moneta Group Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
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|
2025
Q1 | $1.62M | Buy |
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|
2024
Q4 | $1.52M | Sell |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $1.72M | Buy |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $1.26M | Buy |
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|
2023
Q3 | $827K | Sell |
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|
2023
Q2 | $876K | Buy |
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|
2023
Q1 | $885K | Buy |
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|
2022
Q4 | $504K | Sell |
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|
2022
Q3 | $493K | Buy |
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|
2022
Q2 | $487K | Sell |
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|
2022
Q1 | $637K | Sell |
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|
2021
Q4 | $849K | Buy |
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|
2021
Q3 | $710K | Buy |
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|
2021
Q2 | $637K | Sell |
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|
2021
Q1 | $665K | Buy |
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|
2020
Q4 | $655K | Buy |
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|
2020
Q3 | $498K | Sell |
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|
2020
Q2 | $502K | Buy |
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|
2020
Q1 | $468K | Buy |
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|
2019
Q4 | $456K | Sell |
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|
2019
Q3 | $461K | Sell |
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|
2019
Q2 | $624K | Buy |
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|
2019
Q1 | $422K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $262K | Buy |
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|
2018
Q2 | $195K | Buy |
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|
2018
Q1 | $43K | Buy |
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|
2017
Q4 | $7K | Buy |
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