Strategic Wealth Partners’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 | $142K | Buy |
+1,838
| New | +$142K | 0.01% | 352 |
|
|
2023
Q3 | – | Sell |
-3,812
| Closed | -$287K | – | 285 |
|
|
2023
Q2 | $287K | Buy |
3,812
+444
| +13% | +$33.4K | 0.04% | 249 |
|
|
2023
Q1 | $258K | Sell |
3,368
-1,940
| -37% | -$149K | 0.04% | 228 |
|
|
2022
Q4 | $394K | Buy |
5,308
+1,902
| +56% | +$141K | 0.07% | 191 |
|
|
2022
Q3 | $250K | Sell |
3,406
-2,502
| -42% | -$184K | 0.05% | 239 |
|
|
2022
Q2 | $459K | Sell |
5,908
-8,050
| -58% | -$625K | 0.1% | 161 |
|
|
2022
Q1 | $1.14M | Sell |
13,958
-9,506
| -41% | -$778K | 0.22% | 123 |
|
|
2021
Q4 | $2.06M | Sell |
23,464
-33
| -0.1% | -$2.89K | 0.39% | 83 |
|
|
2021
Q3 | $2.1M | Buy |
23,497
+1,243
| +6% | +$111K | 0.62% | 39 |
|
|
2021
Q2 | $2M | Buy |
+22,254
| New | +$2M | 0.65% | 38 |
|
|
2019
Q1 | – | Sell |
-76
| Closed | -$6K | – | 768 |
|
|
2018
Q4 | $6K | Buy |
+76
| New | +$6K | ﹤0.01% | 538 |
|
|
2018
Q2 | – | Sell |
-424
| Closed | -$35K | – | 757 |
|
|
2018
Q1 | $35K | Hold |
424
| – | – | 0.02% | 282 |
|
|
2017
Q4 | $36K | Buy |
+424
| New | +$36K | 0.02% | 247 |
|