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 |
|