Provident Wealth Management’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 | $2.23M | Sell |
28,879
-973
| -3% | -$75.3K | 0.73% | 21 |
|
2025
Q1 | $2.29M | Sell |
29,852
-2,801
| -9% | -$214K | 0.79% | 21 |
|
2024
Q4 | $2.44M | Sell |
32,653
-2,489
| -7% | -$186K | 0.81% | 21 |
|
2024
Q3 | $2.75M | Sell |
35,142
-1,361
| -4% | -$107K | 0.94% | 22 |
|
2024
Q2 | $2.73M | Buy |
36,503
+160
| +0.4% | +$12K | 1% | 22 |
|
2024
Q1 | $2.74M | Buy |
36,343
+3,951
| +12% | +$298K | 1.03% | 22 |
|
2023
Q4 | $2.47M | Buy |
32,392
+961
| +3% | +$73.4K | 1.08% | 22 |
|
2023
Q3 | $2.27M | Sell |
31,431
-261
| -0.8% | -$18.9K | 1.11% | 22 |
|
2023
Q2 | $2.38M | Buy |
31,692
+4,805
| +18% | +$361K | 1.17% | 23 |
|
2023
Q1 | $2.06M | Sell |
26,887
-593
| -2% | -$45.5K | 1.06% | 23 |
|
2022
Q4 | $2.04M | Sell |
27,480
-1,454
| -5% | -$108K | 1.2% | 22 |
|
2022
Q3 | $2.13M | Sell |
28,934
-1,772
| -6% | -$130K | 1.29% | 21 |
|
2022
Q2 | $2.38M | Sell |
30,706
-3,884
| -11% | -$302K | 1.51% | 19 |
|
2022
Q1 | $2.83M | Buy |
+34,590
| New | +$2.83M | 1.72% | 19 |
|