Talon Private Wealth’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
$763K Buy
9,864
+5,182
+111% +$401K 0.11% 112
2025
Q1
$359K Sell
4,682
-1,301
-22% -$99.6K 0.05% 128
2024
Q4
$447K Buy
5,983
+3,285
+122% +$246K 0.09% 86
2024
Q3
$211K Buy
+2,698
New +$211K 0.04% 85