RWA Wealth Partners’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 | $855K | Buy |
11,060
+16
| +0.1% | +$1.24K | 0.01% | 351 |
|
|
2025
Q1 | $846K | Buy |
11,044
+1,821
| +20% | +$139K | 0.01% | 349 |
|
|
2024
Q4 | $689K | Buy |
9,223
+20
| +0.2% | +$1.5K | 0.01% | 375 |
|
|
2024
Q3 | $721K | Buy |
9,203
+15
| +0.2% | +$1.18K | 0.01% | 364 |
|
|
2024
Q2 | $688K | Sell |
9,188
-2,301
| -20% | -$172K | 0.01% | 352 |
|
|
2024
Q1 | $866K | Buy |
11,489
+9
| +0.1% | +$679 | 0.01% | 323 |
|
|
2023
Q4 | $877K | Buy |
11,480
+1,585
| +16% | +$121K | 0.01% | 309 |
|
|
2023
Q3 | $716K | Buy |
9,895
+12
| +0.1% | +$868 | 0.02% | 222 |
|
|
2023
Q2 | $744K | Sell |
9,883
-3,134
| -24% | -$236K | 0.02% | 192 |
|
|
2023
Q1 | $999K | Buy |
13,017
+6
| +0% | +$460 | 0.02% | 131 |
|
|
2022
Q4 | $992K | Sell |
13,011
-27,732
| -68% | -$2.11M | 0.02% | 132 |
|
|
2022
Q3 | $2.99M | Buy |
40,743
+20,352
| +100% | +$1.5M | 0.21% | 77 |
|
|
2022
Q2 | $1.58M | Sell |
20,391
-260,684
| -93% | -$20.2M | 0.11% | 101 |
|
|
2022
Q1 | $23M | Buy |
+281,075
| New | +$23M | 1.49% | 15 |
|
|
2021
Q2 | – | Sell |
-223,762
| Closed | -$19.9M | – | 243 |
|
|
2021
Q1 | $19.9M | Buy |
223,762
+221,294
| +8,967% | +$19.6M | 1.6% | 13 |
|
|
2020
Q4 | $229K | Buy |
+2,468
| New | +$229K | 0.02% | 216 |
|