Stratos 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 | $464K | Buy |
6,004
+581
| +11% | +$44.9K | 0.01% | 957 |
|
|
2025
Q1 | $415K | Sell |
5,423
-2,612
| -33% | -$200K | 0.01% | 957 |
|
|
2024
Q4 | $600K | Sell |
8,035
-1,538
| -16% | -$115K | 0.01% | 860 |
|
|
2024
Q3 | $750K | Buy |
9,573
+1,974
| +26% | +$155K | 0.01% | 782 |
|
|
2024
Q2 | $569K | Sell |
7,599
-579
| -7% | -$43.4K | 0.01% | 858 |
|
|
2024
Q1 | $617K | Sell |
8,178
-1,584
| -16% | -$119K | 0.01% | 816 |
|
|
2023
Q4 | $746K | Buy |
9,762
+1,208
| +14% | +$92.3K | 0.01% | 724 |
|
|
2023
Q3 | $619K | Buy |
8,554
+1,859
| +28% | +$134K | 0.01% | 739 |
|
|
2023
Q2 | $504K | Buy |
6,695
+1,709
| +34% | +$129K | 0.01% | 762 |
|
|
2023
Q1 | $383K | Sell |
4,986
-11,383
| -70% | -$874K | 0.01% | 784 |
|
|
2022
Q4 | $1.22M | Sell |
16,369
-1,085
| -6% | -$80.6K | 0.03% | 460 |
|
|
2022
Q3 | $1.28M | Sell |
17,454
-1,837
| -10% | -$135K | 0.04% | 417 |
|
|
2022
Q2 | $1.5M | Sell |
19,291
-152
| -0.8% | -$11.8K | 0.04% | 384 |
|
|
2022
Q1 | $1.59M | Sell |
19,443
-481
| -2% | -$39.4K | 0.04% | 425 |
|
|
2021
Q4 | $1.75M | Buy |
19,924
+414
| +2% | +$36.3K | 0.04% | 392 |
|
|
2021
Q3 | $1.75M | Sell |
19,510
-2,941
| -13% | -$263K | 0.04% | 353 |
|
|
2021
Q2 | $2.02M | Buy |
22,451
+3,283
| +17% | +$295K | 0.05% | 338 |
|
|
2021
Q1 | $1.7M | Sell |
19,168
-591
| -3% | -$52.4K | 0.05% | 348 |
|
|
2020
Q4 | $1.84M | Buy |
19,759
+306
| +2% | +$28.4K | 0.05% | 286 |
|
|
2020
Q3 | $1.82M | Buy |
19,453
+896
| +5% | +$83.8K | 0.06% | 276 |
|
|
2020
Q2 | $1.73M | Sell |
18,557
-256
| -1% | -$23.9K | 0.06% | 275 |
|
|
2020
Q1 | $1.68M | Buy |
18,813
+10,265
| +120% | +$917K | 0.08% | 240 |
|
|
2019
Q4 | $746K | Buy |
8,548
+280
| +3% | +$24.4K | 0.03% | 476 |
|
|
2019
Q3 | $728K | Buy |
8,268
+672
| +9% | +$59.2K | 0.03% | 466 |
|
|
2019
Q2 | $657K | Sell |
7,596
-1,926
| -20% | -$167K | 0.03% | 489 |
|
|
2019
Q1 | $799K | Sell |
9,522
-379
| -4% | -$31.8K | 0.04% | 427 |
|
|
2018
Q4 | $805K | Sell |
9,901
-1,656
| -14% | -$135K | 0.04% | 386 |
|
|
2018
Q3 | $930K | Buy |
11,557
+207
| +2% | +$16.7K | 0.04% | 350 |
|
|
2018
Q2 | $919K | Sell |
11,350
-2,143
| -16% | -$174K | 0.04% | 381 |
|
|
2018
Q1 | $1.1M | Sell |
13,493
-6,990
| -34% | -$571K | 0.05% | 346 |
|
|
2017
Q4 | $1.72M | Sell |
20,483
-1,190
| -5% | -$99.8K | 0.08% | 253 |
|
|
2017
Q3 | $1.84M | Sell |
21,673
-279
| -1% | -$23.6K | 0.09% | 231 |
|
|
2017
Q2 | $1.86M | Buy |
21,952
+657
| +3% | +$55.5K | 0.1% | 203 |
|
|
2017
Q1 | $1.78M | Sell |
21,295
-553
| -3% | -$46.2K | 0.1% | 195 |
|
|
2016
Q4 | $1.82M | Sell |
21,848
-1,593
| -7% | -$132K | 0.11% | 179 |
|
|
2016
Q3 | $2.06M | Buy |
23,441
+7,708
| +49% | +$676K | 0.14% | 145 |
|
|
2016
Q2 | $1.39M | Buy |
15,733
+4,765
| +43% | +$420K | 0.1% | 181 |
|
|
2016
Q1 | $946K | Buy |
10,968
+4,321
| +65% | +$373K | 0.08% | 195 |
|
|
2015
Q4 | $552K | Buy |
6,647
+1,116
| +20% | +$92.7K | 0.05% | 276 |
|
|
2015
Q3 | $469K | Sell |
5,531
-1,440
| -21% | -$122K | 0.06% | 272 |
|
|
2015
Q2 | $585K | Sell |
6,971
-1,753
| -20% | -$147K | 0.08% | 235 |
|
|
2015
Q1 | $754K | Buy |
8,724
+2,421
| +38% | +$209K | 0.09% | 213 |
|
|
2014
Q4 | $534K | Buy |
+6,303
| New | +$534K | 0.1% | 224 |
|