Running Point Capital Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.8K | Hold |
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|
2025
Q1 | $26.5K | Hold |
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|
2024
Q4 | $25.9K | Hold |
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|
2024
Q3 | $27.1K | Hold |
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|
2024
Q2 | $25.9K | Hold |
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|
2024
Q1 | $26.1K | Hold |
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|
2023
Q4 | $26.4K | Sell |
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|
2023
Q3 | $172K | Hold |
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|
2023
Q2 | $179K | Hold |
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|
2023
Q1 | $183K | Sell |
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|
2022
Q4 | $183K | Sell |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $562K | Hold |
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|
2022
Q1 | $593K | Sell |
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|
2021
Q4 | $718K | Sell |
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|
2021
Q3 | $894K | Buy |
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|
2021
Q2 | $754K | Sell |
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|
2021
Q1 | $793K | Sell |
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|
2020
Q4 | $1.22M | Buy |
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