Newbridge Financial Services Group’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
$25.1K Sell
325
-99
-23% -$7.66K ﹤0.01% 658
2025
Q1
$32.4K Sell
424
-176
-29% -$13.5K 0.01% 458
2024
Q4
$44.8K Buy
+600
New +$44.8K 0.01% 430
2024
Q3
Sell
-593
Closed -$44.4K 704
2024
Q2
$44.4K Sell
593
-78
-12% -$5.84K 0.02% 399
2024
Q1
$50.6K Buy
671
+310
+86% +$23.4K 0.02% 394
2023
Q4
$27.6K Hold
361
0.01% 522
2023
Q3
$26.1K Hold
361
0.01% 582
2023
Q2
$27.2K Hold
361
0.01% 602
2023
Q1
$27.7K Sell
361
-311
-46% -$23.9K 0.01% 612
2022
Q4
$49.9K Buy
672
+1
+0.1% +$74 0.03% 463
2022
Q3
$49K Buy
671
+1
+0.1% +$73 0.03% 451
2022
Q2
$52K Sell
670
-259
-28% -$20.1K 0.03% 398
2022
Q1
$76K Buy
929
+469
+102% +$38.4K 0.04% 363
2021
Q4
$40K Buy
460
+152
+49% +$13.2K 0.02% 524
2021
Q3
$28K Buy
308
+288
+1,440% +$26.2K 0.02% 569
2021
Q2
$2K Buy
+20
New +$2K ﹤0.01% 1256