Steward Partners Investment Advisory’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 | $677K | Buy |
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|
2025
Q1 | $465K | Sell |
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|
2024
Q4 | $504K | Sell |
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|
2024
Q3 | $625K | Sell |
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|
2024
Q2 | $671K | Sell |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $634K | Buy |
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|
2023
Q3 | $363K | Buy |
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|
2023
Q2 | $317K | Buy |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | $255K | Sell |
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|
2022
Q3 | $280K | Sell |
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|
2022
Q2 | $299K | Sell |
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|
2022
Q1 | $449K | Sell |
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|
2021
Q4 | $3.24M | Buy |
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|
2021
Q3 | $3.16M | Buy |
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|
2021
Q2 | $2.68M | Sell |
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|
2021
Q1 | $2.95M | Buy |
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|
2020
Q4 | $2.58M | Buy |
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|
2020
Q3 | $2.1M | Buy |
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|
2020
Q2 | $1.86M | Buy |
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|
2020
Q1 | $343K | Sell |
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|
2019
Q4 | $428K | Sell |
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|
2019
Q3 | $498K | Sell |
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|
2019
Q2 | $1M | Buy |
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|
2019
Q1 | $567K | Buy |
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|
2018
Q4 | $538K | Sell |
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|
2018
Q3 | $648K | Sell |
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|
2018
Q2 | $667K | Sell |
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|
2018
Q1 | $1.54M | Buy |
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|
2017
Q4 | $31K | Hold |
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|
2017
Q3 | $31K | Hold |
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|
2017
Q2 | $31K | Sell |
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|
2017
Q1 | $38K | Sell |
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|
2016
Q4 | $47K | Buy |
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