Sovereign Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.49M | Buy |
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|
2025
Q1 | $5.15M | Buy |
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|
2024
Q4 | $4.48M | Buy |
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|
2024
Q3 | $4.25M | Buy |
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|
2024
Q2 | $3.88M | Buy |
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|
2024
Q1 | $3.63M | Buy |
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|
2023
Q4 | $3.6M | Sell |
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|
2023
Q3 | $3.64M | Buy |
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|
2023
Q2 | $3.49M | Buy |
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|
2023
Q1 | $2.84M | Buy |
|
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|
2022
Q4 | $2.25M | Sell |
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|
2022
Q3 | $2.88M | Buy |
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|
2022
Q2 | $2.87M | Buy |
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|
2022
Q1 | $2.46M | Buy |
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|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $264K | Sell |
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|
2021
Q2 | $368K | Hold |
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|
2021
Q1 | $368K | Buy |
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|
2020
Q4 | $257K | Buy |
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