Sterling 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 | $230K | Buy |
+2,970
| New | +$230K | 0.08% | 98 |
|
|
2024
Q4 | $230K | Sell |
3,081
-213
| -6% | -$15.9K | 0.09% | 97 |
|
|
2024
Q3 | $258K | Sell |
3,294
-672
| -17% | -$52.7K | 0.1% | 99 |
|
|
2024
Q2 | $297K | Sell |
3,966
-308
| -7% | -$23.1K | 0.14% | 81 |
|
|
2024
Q1 | $322K | Sell |
4,274
-2,013
| -32% | -$152K | 0.16% | 75 |
|
|
2023
Q4 | $480K | Buy |
+6,287
| New | +$480K | 0.27% | 50 |
|