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 |
|