Montag & Associates’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 | $29.3K | Hold |
379
| – | – | ﹤0.01% | 640 |
|
|
2025
Q1 | $29K | Hold |
379
| – | – | ﹤0.01% | 681 |
|
|
2024
Q4 | $28.3K | Buy |
379
+201
| +113% | +$15K | ﹤0.01% | 682 |
|
|
2024
Q3 | $14K | Buy |
+178
| New | +$14K | ﹤0.01% | 769 |
|
|
2023
Q3 | – | Sell |
-40
| Closed | -$3.01K | – | 905 |
|
|
2023
Q2 | $3.01K | Hold |
40
| – | – | ﹤0.01% | 839 |
|
|
2023
Q1 | $3.07K | Hold |
40
| – | – | ﹤0.01% | 842 |
|
|
2022
Q4 | $2.97K | Hold |
40
| – | – | ﹤0.01% | 853 |
|
|
2022
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 798 |
|
|
2022
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 757 |
|
|
2022
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 768 |
|
|
2021
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 775 |
|
|
2021
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 771 |
|
|
2021
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 768 |
|
|
2021
Q1 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 772 |
|