Soltis Investment Advisors’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
$266K Buy
3,445
+1
+0% +$77 0.02% 344
2025
Q1
$264K Hold
3,444
0.02% 318
2024
Q4
$257K Sell
3,444
-82
-2% -$6.13K 0.02% 314
2024
Q3
$276K Sell
3,526
-472
-12% -$37K 0.03% 290
2024
Q2
$299K Buy
+3,998
New +$299K 0.03% 260