Summit Wealth Group’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
Q3 | $316K | Buy |
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|
2025
Q2 | $300K | Sell |
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|
2025
Q1 | $322K | Sell |
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|
2024
Q4 | $357K | Sell |
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|
2024
Q3 | $456K | Sell |
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|
2024
Q2 | $461K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $563K | Sell |
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|
2023
Q1 | $10K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $5.7M | Buy |
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|
2020
Q3 | $4.18M | Buy |
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|
2020
Q2 | $4.14M | Buy |
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|
2020
Q1 | $3.96M | Buy |
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|
2019
Q4 | $3.56M | Buy |
|