Tyler-Stone Wealth Management’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 | $427K | Buy |
5,526
+2,563
| +87% | +$198K | 0.07% | 210 |
|
|
2025
Q1 | $227K | Buy |
+2,963
| New | +$227K | 0.04% | 301 |
|
|
2024
Q3 | – | Sell |
-1,213
| Closed | -$90.8K | – | 365 |
|
|
2024
Q2 | $90.8K | Buy |
1,213
+69
| +6% | +$5.17K | 0.04% | 296 |
|
|
2024
Q1 | $86.2K | Hold |
1,144
| – | – | 0.04% | 295 |
|
|
2023
Q4 | $87.3K | Buy |
1,144
+447
| +64% | +$34.1K | 0.04% | 280 |
|
|
2023
Q3 | $50K | Hold |
697
| – | – | 0.03% | 344 |
|
|
2023
Q2 | $52K | Buy |
+697
| New | +$52K | 0.03% | 336 |
|
|
2022
Q4 | $52K | Hold |
697
| – | – | 0.04% | 311 |
|
|
2022
Q3 | $51K | Hold |
697
| – | – | 0.04% | 298 |
|
|
2022
Q2 | $54K | Hold |
697
| – | – | 0.04% | 306 |
|
|
2022
Q1 | $57K | Hold |
697
| – | – | 0.03% | 319 |
|
|
2021
Q4 | $61K | Buy |
+697
| New | +$61K | 0.03% | 329 |
|