Smart Money 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
$3.97M Buy
51,280
+6,076
+13% +$470K 1.24% 9
2025
Q1
$3.46M Buy
45,204
+8,154
+22% +$624K 1.18% 11
2024
Q4
$2.77M Buy
37,050
+4,712
+15% +$352K 0.96% 30
2024
Q3
$2.45M Buy
32,338
+1,531
+5% +$116K 0.88% 32
2024
Q2
$2.36M Buy
30,807
+568
+2% +$43.5K 0.84% 31
2024
Q1
$2.22M Buy
30,239
+2,166
+8% +$159K 0.86% 31
2023
Q4
$2.14M Buy
28,073
+383
+1% +$29.3K 0.93% 26
2023
Q3
$2M Sell
27,690
-4,371
-14% -$316K 0.95% 26
2023
Q2
$2.41M Sell
32,061
-15,890
-33% -$1.2M 1.15% 26
2023
Q1
$3.7M Buy
+47,951
New +$3.7M 1.86% 18
2022
Q2
Sell
-42,380
Closed -$3.47M 48
2022
Q1
$3.47M Buy
42,380
+25,717
+154% +$2.11M 2.33% 12
2021
Q4
$1.46M Buy
+16,663
New +$1.46M 0.93% 29