Private Wealth 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 | $742K | Hold |
9,597
| – | – | 0.39% | 34 |
|
2025
Q1 | $735K | Sell |
9,597
-29,806
| -76% | -$2.28M | 0.43% | 32 |
|
2024
Q4 | $2.94M | Hold |
39,403
| – | – | 1.44% | 13 |
|
2024
Q3 | $3.09M | Hold |
39,403
| – | – | 1.54% | 14 |
|
2024
Q2 | $2.95M | Hold |
39,403
| – | – | 1.55% | 14 |
|
2024
Q1 | $2.97M | Hold |
39,403
| – | – | 1.54% | 14 |
|
2023
Q4 | $3.01M | Sell |
39,403
-5,581
| -12% | -$426K | 1.71% | 13 |
|
2023
Q3 | $3.25M | Buy |
+44,984
| New | +$3.25M | 2.13% | 13 |
|