N.E.W. Advisory Services’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 | $19.7K | Sell |
255
-245
| -49% | -$18.9K | ﹤0.01% | 466 |
|
|
2025
Q1 | $38.3K | Buy |
+500
| New | +$38.3K | ﹤0.01% | 394 |
|
|
2021
Q1 | – | Sell |
-4,914
| Closed | -$456K | – | 128 |
|
|
2020
Q4 | $456K | Buy |
4,914
+2,406
| +96% | +$223K | 0.1% | 91 |
|
|
2020
Q3 | $234K | Sell |
2,508
-1,033
| -29% | -$96.4K | 0.07% | 85 |
|
|
2020
Q2 | $330K | Buy |
+3,541
| New | +$330K | 0.1% | 72 |
|
|
2019
Q4 | $435K | Buy |
+4,985
| New | +$435K | 0.14% | 63 |
|