Octavia Wealth 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 | $207K | Hold |
2,679
| – | – | 0.02% | 217 |
|
|
2025
Q1 | $205K | Hold |
2,679
| – | – | 0.02% | 220 |
|
|
2024
Q4 | $200K | Hold |
2,679
| – | – | 0.02% | 215 |
|
|
2024
Q3 | $210K | Hold |
2,679
| – | – | 0.03% | 211 |
|
|
2024
Q2 | $201K | Hold |
2,679
| – | – | 0.03% | 210 |
|
|
2024
Q1 | $202K | Hold |
2,679
| – | – | 0.03% | 213 |
|
|
2023
Q4 | $205K | Buy |
+2,679
| New | +$205K | 0.04% | 214 |
|
|
2023
Q3 | – | Sell |
-2,679
| Closed | -$202K | – | 199 |
|
|
2023
Q2 | $202K | Buy |
+2,679
| New | +$202K | 0.04% | 177 |
|