Panoramic Investment 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 | $317K | Hold |
4,100
| – | – | 0.19% | 89 |
|
|
2025
Q1 | $314K | Hold |
4,100
| – | – | 0.21% | 82 |
|
|
2024
Q4 | $306K | Hold |
4,100
| – | – | 0.2% | 87 |
|
|
2024
Q3 | $321K | Buy |
+4,100
| New | +$321K | 0.22% | 88 |
|
|
2024
Q1 | $336K | Buy |
4,450
+1,200
| +37% | +$90.5K | 0.25% | 77 |
|
|
2023
Q4 | $248K | Hold |
3,250
| – | – | 0.21% | 93 |
|
|
2023
Q3 | $235K | Buy |
+3,250
| New | +$235K | 0.22% | 88 |
|