Prestige Wealth Management Group’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 | $210K | Buy |
2,720
+57
| +2% | +$4.41K | 0.04% | 164 |
|
|
2025
Q1 | $204K | Sell |
2,663
-416
| -14% | -$31.9K | 0.04% | 153 |
|
|
2024
Q4 | $230K | Buy |
3,079
+2,548
| +480% | +$190K | 0.05% | 152 |
|
|
2024
Q3 | $41.6K | Sell |
531
-941
| -64% | -$73.7K | 0.01% | 264 |
|
|
2024
Q2 | $110K | Sell |
1,472
-16
| -1% | -$1.2K | 0.02% | 168 |
|
|
2024
Q1 | $112K | Buy |
1,488
+404
| +37% | +$30.5K | 0.02% | 191 |
|
|
2023
Q4 | $82.8K | Buy |
1,084
+291
| +37% | +$22.2K | 0.02% | 203 |
|
|
2023
Q3 | $57.3K | Sell |
793
-1,451
| -65% | -$105K | 0.01% | 227 |
|
|
2023
Q2 | $169K | Buy |
2,244
+1,363
| +155% | +$103K | 0.04% | 158 |
|
|
2023
Q1 | $67.6K | Buy |
+881
| New | +$67.6K | 0.02% | 218 |
|