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