Summit Wealth Group’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 | $300K | Sell |
3,881
-323
| -8% | -$25K | 0.08% | 91 |
|
|
2025
Q1 | $322K | Sell |
4,204
-578
| -12% | -$44.3K | 0.09% | 78 |
|
|
2024
Q4 | $357K | Sell |
4,782
-1,042
| -18% | -$77.8K | 0.1% | 64 |
|
|
2024
Q3 | $456K | Sell |
5,824
-328
| -5% | -$25.7K | 0.13% | 57 |
|
|
2024
Q2 | $461K | Buy |
+6,152
| New | +$461K | 0.14% | 55 |
|
|
2023
Q3 | – | Sell |
-7,489
| Closed | -$563K | – | 40 |
|
|
2023
Q2 | $563K | Sell |
7,489
-785,791
| -99% | -$59.1M | 0.23% | 44 |
|
|
2023
Q1 | $10K | Buy |
+793,280
| New | +$10K | 0.24% | 39 |
|
|
2021
Q1 | – | Sell |
-61,427
| Closed | -$5.7M | – | 183 |
|
|
2020
Q4 | $5.7M | Buy |
61,427
+16,685
| +37% | +$1.55M | 3.58% | 11 |
|
|
2020
Q3 | $4.18M | Buy |
44,742
+288
| +0.6% | +$26.9K | 3.63% | 10 |
|
|
2020
Q2 | $4.14M | Buy |
44,454
+96
| +0.2% | +$8.95K | 3.79% | 10 |
|
|
2020
Q1 | $3.96M | Buy |
44,358
+3,561
| +9% | +$318K | 4.02% | 8 |
|
|
2019
Q4 | $3.56M | Buy |
+40,797
| New | +$3.56M | 3.36% | 10 |
|