Spire Wealth Management’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 | $4.87M | Sell |
63,019
-2,161
| -3% | -$167K | 0.18% | 110 |
|
|
2025
Q1 | $4.99M | Buy |
65,180
+15,159
| +30% | +$1.16M | 0.16% | 124 |
|
|
2024
Q4 | $3.74M | Buy |
50,021
+2,733
| +6% | +$204K | 0.12% | 155 |
|
|
2024
Q3 | $3.71M | Buy |
47,288
+4,358
| +10% | +$342K | 0.12% | 143 |
|
|
2024
Q2 | $3.22M | Buy |
42,930
+36,026
| +522% | +$2.7M | 0.11% | 173 |
|
|
2024
Q1 | $521K | Sell |
6,904
-21,658
| -76% | -$1.63M | 0.01% | 503 |
|
|
2023
Q4 | $2.16M | Buy |
28,562
+2,638
| +10% | +$199K | 0.07% | 225 |
|
|
2023
Q3 | $1.87M | Buy |
25,924
+888
| +4% | +$64.2K | 0.07% | 228 |
|
|
2023
Q2 | $1.88M | Buy |
25,036
+5,325
| +27% | +$401K | 0.07% | 247 |
|
|
2023
Q1 | $1.51M | Buy |
19,711
+17,047
| +640% | +$1.31M | 0.06% | 273 |
|
|
2022
Q4 | $198K | Sell |
2,664
-193
| -7% | -$14.3K | 0.01% | 564 |
|
|
2022
Q3 | $210K | Sell |
2,857
-9,239
| -76% | -$679K | 0.01% | 521 |
|
|
2022
Q2 | $939K | Buy |
12,096
+4,159
| +52% | +$323K | 0.04% | 342 |
|
|
2022
Q1 | $650K | Sell |
7,937
-15,590
| -66% | -$1.28M | 0.02% | 497 |
|
|
2021
Q4 | $2.06M | Buy |
23,527
+206
| +0.9% | +$18K | 0.05% | 304 |
|
|
2021
Q3 | $2.09M | Buy |
23,321
+8,000
| +52% | +$716K | 0.06% | 274 |
|
|
2021
Q2 | $1.38M | Sell |
15,321
-1,114
| -7% | -$100K | 0.04% | 351 |
|
|
2021
Q1 | $1.46M | Buy |
+16,435
| New | +$1.46M | 0.04% | 349 |
|