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 |
|