Silver Oak Advisory Group’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 | $6.13M | Buy |
79,266
+6,595
| +9% | +$510K | 2.97% | 10 |
|
|
2025
Q1 | $5.56M | Buy |
72,671
+6,613
| +10% | +$506K | 2.95% | 10 |
|
|
2024
Q4 | $4.94M | Sell |
66,058
-6,103
| -8% | -$456K | 2.61% | 11 |
|
|
2024
Q3 | $5.66M | Buy |
72,161
+4,058
| +6% | +$318K | 2.9% | 10 |
|
|
2024
Q2 | $5.1M | Sell |
68,103
-3,744
| -5% | -$280K | 2.83% | 10 |
|
|
2024
Q1 | $5.42M | Buy |
71,847
+3,448
| +5% | +$260K | 3.04% | 10 |
|
|
2023
Q4 | $5.22M | Buy |
68,399
+27,650
| +68% | +$2.11M | 3.07% | 10 |
|
|
2023
Q3 | $2.95M | Sell |
40,749
-10,607
| -21% | -$767K | 1.91% | 12 |
|
|
2023
Q2 | $3.86M | Buy |
51,356
+1,870
| +4% | +$141K | 2.53% | 12 |
|
|
2023
Q1 | $3.8M | Sell |
49,486
-4,489
| -8% | -$344K | 2.55% | 11 |
|
|
2022
Q4 | $4.01M | Sell |
53,975
-6,324
| -10% | -$470K | 2.83% | 11 |
|
|
2022
Q3 | $4.43M | Buy |
60,299
+15,616
| +35% | +$1.15M | 3.32% | 10 |
|
|
2022
Q2 | $3.47M | Buy |
44,683
+2,005
| +5% | +$156K | 2.46% | 12 |
|
|
2022
Q1 | $3.5M | Buy |
42,678
+9,404
| +28% | +$770K | 2.28% | 12 |
|
|
2021
Q4 | $2.92M | Buy |
+33,274
| New | +$2.92M | 1.85% | 12 |
|