SeaCrest 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 | $352K | Hold |
4,547
| – | – | 0.04% | 412 |
|
|
2025
Q1 | $348K | Buy |
4,547
+715
| +19% | +$54.7K | 0.04% | 433 |
|
|
2024
Q4 | $286K | Buy |
3,832
+360
| +10% | +$26.9K | 0.03% | 508 |
|
|
2024
Q3 | $272K | Hold |
3,472
| – | – | 0.03% | 518 |
|
|
2024
Q2 | $260K | Hold |
3,472
| – | – | 0.03% | 505 |
|
|
2024
Q1 | $262K | Sell |
3,472
-580
| -14% | -$43.7K | 0.03% | 492 |
|
|
2023
Q4 | $306K | Sell |
4,052
-62
| -2% | -$4.68K | 0.04% | 441 |
|
|
2023
Q3 | $297K | Buy |
4,114
+1,405
| +52% | +$102K | 0.04% | 459 |
|
|
2023
Q2 | $204K | Hold |
2,709
| – | – | 0.03% | 575 |
|
|
2023
Q1 | $208K | Sell |
2,709
-203
| -7% | -$15.6K | 0.03% | 576 |
|
|
2022
Q4 | $216K | Hold |
2,912
| – | – | 0.03% | 537 |
|
|
2022
Q3 | $214K | Hold |
2,912
| – | – | 0.03% | 535 |
|
|
2022
Q2 | $226K | Buy |
2,912
+203
| +7% | +$15.8K | 0.03% | 558 |
|
|
2022
Q1 | $222K | Sell |
2,709
-363
| -12% | -$29.7K | 0.03% | 622 |
|
|
2021
Q4 | $269K | Buy |
3,072
+363
| +13% | +$31.8K | 0.03% | 548 |
|
|
2021
Q3 | $242K | Hold |
2,709
| – | – | 0.03% | 560 |
|
|
2021
Q2 | $244K | Sell |
2,709
-1
| -0% | -$90 | 0.03% | 569 |
|
|
2021
Q1 | $240K | Sell |
2,710
-378
| -12% | -$33.5K | 0.03% | 538 |
|
|
2020
Q4 | $287K | Buy |
3,088
+550
| +22% | +$51.1K | 0.04% | 448 |
|
|
2020
Q3 | $237K | Sell |
2,538
-970
| -28% | -$90.6K | 0.04% | 470 |
|
|
2020
Q2 | $327K | Buy |
3,508
+585
| +20% | +$54.5K | 0.06% | 358 |
|
|
2020
Q1 | $261K | Buy |
+2,923
| New | +$261K | 0.06% | 364 |
|
|
2019
Q2 | – | Sell |
-1,618
| Closed | -$136K | – | 663 |
|
|
2019
Q1 | $136K | Buy |
1,618
+56
| +4% | +$4.71K | 0.02% | 584 |
|
|
2018
Q4 | $127K | Sell |
1,562
-241
| -13% | -$19.6K | 0.03% | 574 |
|
|
2018
Q3 | $145K | Buy |
1,803
+156
| +9% | +$12.5K | 0.02% | 618 |
|
|
2018
Q2 | $133K | Buy |
1,647
+70
| +4% | +$5.65K | 0.02% | 630 |
|
|
2018
Q1 | $129K | Buy |
1,577
+182
| +13% | +$14.9K | 0.02% | 618 |
|
|
2017
Q4 | $117K | Buy |
+1,395
| New | +$117K | 0.02% | 656 |
|