MYCIO Wealth Partners’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
Q1 | – | Sell |
-17,160
| Closed | -$1.28M | – | 51 |
|
|
2024
Q4 | $1.28M | Buy |
17,160
+2,311
| +16% | +$173K | 0.31% | 23 |
|
|
2024
Q3 | $1.16M | Hold |
14,849
| – | – | 0.27% | 23 |
|
|
2024
Q2 | $1.11M | Hold |
14,849
| – | – | 0.28% | 24 |
|
|
2024
Q1 | $1.12M | Buy |
+14,849
| New | +$1.12M | 0.28% | 25 |
|
|
2020
Q1 | – | Sell |
-1,078
| Closed | -$94K | – | 65 |
|
|
2019
Q4 | $94K | Hold |
1,078
| – | – | 0.01% | 359 |
|
|
2019
Q3 | $95K | Buy |
1,078
+378
| +54% | +$33.3K | 0.01% | 327 |
|
|
2019
Q2 | $61K | Buy |
+700
| New | +$61K | ﹤0.01% | 334 |
|