Pathstone Holdings’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
$2.83M Buy
36,595
+9,203
+34% +$712K 0.01% 803
2025
Q1
$2.1M Buy
27,392
+1,044
+4% +$79.9K 0.01% 963
2024
Q4
$1.97M Sell
26,348
-2,472
-9% -$185K 0.01% 979
2024
Q3
$2.26M Buy
28,820
+2,427
+9% +$190K 0.01% 899
2024
Q2
$1.98M Buy
26,393
+204
+0.8% +$15.3K 0.01% 922
2024
Q1
$1.97M Sell
26,189
-3,618
-12% -$273K 0.01% 905
2023
Q4
$2.28M Buy
+29,807
New +$2.28M 0.01% 690