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Summit Wealth Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Summit Wealth Partners’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$221K Buy
2,854
+49
+2% +$3.79K 0.04% 203
2025
Q1 		$215K Buy
2,805
+122
+5% +$9.34K 0.04% 199
2024
Q4 		$201K Hold
2,683
– – 0.04% 199
2024
Q3 		$210K Buy
+2,683
New +$210K 0.04% 227