Outlook Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Hold |
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|
2025
Q1 | $792K | Sell |
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|
2024
Q4 | $809K | Buy |
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|
2024
Q3 | $836K | Sell |
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|
2024
Q2 | $617K | Hold |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.88M | Sell |
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|
2023
Q2 | $2.4M | Sell |
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|
2023
Q1 | $2.77M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $694K | Buy |
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|
2021
Q4 | $726K | Sell |
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|
2021
Q3 | $1.19M | Sell |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.16M | Sell |
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|
2020
Q4 | $2.94M | Buy |
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|
2020
Q3 | $2.19M | Sell |
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|
2020
Q2 | $2.24M | Buy |
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|
2020
Q1 | $1.5M | Buy |
|