Stratos Wealth Advisors’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 | $932K | Buy |
12,055
+3,450
| +40% | +$267K | 0.05% | 323 |
|
|
2025
Q1 | $659K | Buy |
8,605
+1,726
| +25% | +$132K | 0.04% | 380 |
|
|
2024
Q4 | $514K | Buy |
6,879
+3,550
| +107% | +$265K | 0.02% | 463 |
|
|
2024
Q3 | $261K | Buy |
+3,329
| New | +$261K | 0.01% | 638 |
|
|
2022
Q2 | – | Sell |
-7,048
| Closed | -$577K | – | 508 |
|
|
2022
Q1 | $577K | Buy |
+7,048
| New | +$577K | 0.05% | 353 |
|
|
2020
Q2 | – | Sell |
-261
| Closed | -$23K | – | 275 |
|
|
2020
Q1 | $23K | Buy |
+261
| New | +$23K | 0.02% | 210 |
|