NewEdge Advisors’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 | $14.6M | Buy |
188,153
+3,243
| +2% | +$251K | 0.08% | 264 |
|
|
2025
Q1 | $14.2M | Buy |
184,910
+11,223
| +6% | +$859K | 0.08% | 246 |
|
|
2024
Q4 | $13M | Buy |
173,687
+25,188
| +17% | +$1.88M | 0.08% | 255 |
|
|
2024
Q3 | $11.6M | Buy |
148,499
+57,367
| +63% | +$4.5M | 0.08% | 259 |
|
|
2024
Q2 | $6.82M | Buy |
91,132
+7,844
| +9% | +$587K | 0.05% | 356 |
|
|
2024
Q1 | $6.28M | Sell |
83,288
-8,347
| -9% | -$629K | 0.05% | 329 |
|
|
2023
Q4 | $6.95M | Buy |
91,635
+25,730
| +39% | +$1.95M | 0.07% | 281 |
|
|
2023
Q3 | $4.77M | Sell |
65,905
-617
| -0.9% | -$44.6K | 0.05% | 330 |
|
|
2023
Q2 | $5M | Sell |
66,522
-545
| -0.8% | -$41K | 0.06% | 320 |
|
|
2023
Q1 | $5.16M | Buy |
67,067
+5,899
| +10% | +$453K | 0.06% | 297 |
|
|
2022
Q4 | $2.56M | Sell |
61,168
-845
| -1% | -$35.4K | 0.07% | 289 |
|
|
2022
Q3 | $4.56M | Sell |
62,013
-7,000
| -10% | -$514K | 0.07% | 253 |
|
|
2022
Q2 | $5.36M | Buy |
69,013
+1,818
| +3% | +$141K | 0.09% | 221 |
|
|
2022
Q1 | $5.5M | Buy |
67,195
+6,423
| +11% | +$526K | 0.09% | 221 |
|
|
2021
Q4 | $5.33M | Buy |
60,772
+23,422
| +63% | +$2.05M | 0.08% | 233 |
|
|
2021
Q3 | $3.34M | Buy |
37,350
+1,767
| +5% | +$158K | 0.08% | 227 |
|
|
2021
Q2 | $3.2M | Buy |
35,583
+1,637
| +5% | +$147K | 0.09% | 227 |
|
|
2021
Q1 | $3.01M | Buy |
33,946
+9,325
| +38% | +$827K | 0.09% | 217 |
|
|
2020
Q4 | $2.29M | Buy |
24,621
+1,482
| +6% | +$138K | 0.08% | 232 |
|
|
2020
Q3 | $2.16M | Sell |
23,139
-1,355
| -6% | -$127K | 0.08% | 235 |
|
|
2020
Q2 | $2.28M | Sell |
24,494
-2,052
| -8% | -$191K | 0.09% | 204 |
|
|
2020
Q1 | $2.37M | Buy |
26,546
+2,103
| +9% | +$188K | 0.11% | 169 |
|
|
2019
Q4 | $2.13M | Buy |
24,443
+1,685
| +7% | +$147K | 0.08% | 233 |
|
|
2019
Q3 | $2M | Buy |
22,758
+3,457
| +18% | +$304K | 0.09% | 218 |
|
|
2019
Q2 | $1.67M | Buy |
19,301
+1,841
| +11% | +$159K | 0.1% | 200 |
|
|
2019
Q1 | $1.47M | Sell |
17,460
-1,267
| -7% | -$106K | 0.09% | 219 |
|
|
2018
Q4 | $1.52K | Buy |
18,727
+5,445
| +41% | +$443 | 0.1% | 177 |
|
|
2018
Q3 | $1.07M | Buy |
13,282
+6,862
| +107% | +$552K | 0.08% | 221 |
|
|
2018
Q2 | $518 | Buy |
6,420
+3,639
| +131% | +$294 | 0.05% | 302 |
|
|
2018
Q1 | $227K | Sell |
2,781
-340
| -11% | -$27.8K | 0.03% | 431 |
|
|
2017
Q4 | $261K | Buy |
3,121
+404
| +15% | +$33.8K | 0.04% | 343 |
|
|
2017
Q3 | $230K | Buy |
2,717
+1,789
| +193% | +$151K | 0.04% | 330 |
|
|
2017
Q2 | $78K | Buy |
+928
| New | +$78K | 0.01% | 463 |
|