Steward Partners Investment Advisory’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 | $677K | Buy |
8,759
+2,688
| +44% | +$208K | 0.01% | 1159 |
|
|
2025
Q1 | $465K | Sell |
6,071
-680
| -10% | -$52.1K | ﹤0.01% | 1257 |
|
|
2024
Q4 | $504K | Sell |
6,751
-1,223
| -15% | -$91.4K | ﹤0.01% | 1158 |
|
|
2024
Q3 | $625K | Sell |
7,974
-992
| -11% | -$77.7K | 0.01% | 1021 |
|
|
2024
Q2 | $671K | Sell |
8,966
-5,582
| -38% | -$418K | 0.01% | 940 |
|
|
2024
Q1 | $1.1M | Buy |
14,548
+6,254
| +75% | +$472K | 0.01% | 755 |
|
|
2023
Q4 | $634K | Buy |
8,294
+3,280
| +65% | +$251K | 0.01% | 894 |
|
|
2023
Q3 | $363K | Buy |
5,014
+795
| +19% | +$57.5K | 0.01% | 1049 |
|
|
2023
Q2 | $317K | Buy |
4,219
+279
| +7% | +$21K | ﹤0.01% | 1093 |
|
|
2023
Q1 | $302K | Buy |
3,940
+512
| +15% | +$39.3K | ﹤0.01% | 1106 |
|
|
2022
Q4 | $255K | Sell |
3,428
-382
| -10% | -$28.4K | ﹤0.01% | 1141 |
|
|
2022
Q3 | $280K | Sell |
3,810
-36
| -0.9% | -$2.65K | 0.01% | 1057 |
|
|
2022
Q2 | $299K | Sell |
3,846
-1,634
| -30% | -$127K | 0.01% | 1035 |
|
|
2022
Q1 | $449K | Sell |
5,480
-31,453
| -85% | -$2.58M | 0.01% | 960 |
|
|
2021
Q4 | $3.24M | Buy |
36,933
+1,598
| +5% | +$140K | 0.05% | 359 |
|
|
2021
Q3 | $3.16M | Buy |
35,335
+5,531
| +19% | +$495K | 0.05% | 339 |
|
|
2021
Q2 | $2.68M | Sell |
29,804
-3,451
| -10% | -$310K | 0.05% | 378 |
|
|
2021
Q1 | $2.95M | Buy |
33,255
+5,414
| +19% | +$480K | 0.05% | 344 |
|
|
2020
Q4 | $2.59M | Buy |
27,841
+5,395
| +24% | +$501K | 0.06% | 320 |
|
|
2020
Q3 | $2.1M | Buy |
22,446
+2,466
| +12% | +$230K | 0.05% | 311 |
|
|
2020
Q2 | $1.86M | Buy |
19,980
+16,140
| +420% | +$1.5M | 0.05% | 317 |
|
|
2020
Q1 | $343K | Sell |
3,840
-1,075
| -22% | -$96K | 0.01% | 652 |
|
|
2019
Q4 | $428K | Sell |
4,915
-744
| -13% | -$64.8K | 0.01% | 668 |
|
|
2019
Q3 | $498K | Sell |
5,659
-5,937
| -51% | -$522K | 0.02% | 583 |
|
|
2019
Q2 | $1M | Buy |
11,596
+4,837
| +72% | +$418K | 0.04% | 393 |
|
|
2019
Q1 | $567K | Buy |
6,759
+131
| +2% | +$11K | 0.02% | 483 |
|
|
2018
Q4 | $538K | Sell |
6,628
-1,418
| -18% | -$115K | 0.03% | 468 |
|
|
2018
Q3 | $648K | Sell |
8,046
-197
| -2% | -$15.9K | 0.03% | 446 |
|
|
2018
Q2 | $667K | Sell |
8,243
-10,624
| -56% | -$860K | 0.04% | 402 |
|
|
2018
Q1 | $1.54M | Buy |
18,867
+18,492
| +4,931% | +$1.51M | 0.11% | 207 |
|
|
2017
Q4 | $31K | Hold |
375
| – | – | ﹤0.01% | 983 |
|
|
2017
Q3 | $31K | Hold |
375
| – | – | ﹤0.01% | 814 |
|
|
2017
Q2 | $31K | Sell |
375
-87
| -19% | -$7.19K | ﹤0.01% | 751 |
|
|
2017
Q1 | $38K | Sell |
462
-108
| -19% | -$8.88K | 0.01% | 612 |
|
|
2016
Q4 | $47K | Buy |
+570
| New | +$47K | 0.02% | 325 |
|