Prosperity Capital 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
Sell
-63,769
Closed -$4.88M 280
2025
Q1
$4.88M Sell
63,769
-632
-1% -$48.4K 0.39% 49
2024
Q4
$4.81M Buy
64,401
+3,706
+6% +$277K 0.39% 49
2024
Q3
$4.76M Buy
60,695
+15,118
+33% +$1.18M 0.4% 49
2024
Q2
$3.41M Buy
45,577
+8,935
+24% +$669K 0.38% 47
2024
Q1
$2.76M Sell
36,642
-23,617
-39% -$1.78M 0.33% 53
2023
Q4
$4.6M Buy
60,259
+9,441
+19% +$721K 0.5% 31
2023
Q3
$3.67M Buy
50,818
+8,243
+19% +$596K 0.49% 32
2023
Q2
$3.2M Sell
42,575
-3,430
-7% -$258K 0.45% 35
2023
Q1
$3.53M Buy
46,005
+16,163
+54% +$1.24M 0.55% 34
2022
Q4
$2.22M Buy
+29,842
New +$2.22M 0.68% 24