United Advisor 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 | $212K | Buy |
2,747
+131
| +5% | +$10.1K | 0.04% | 367 |
|
|
2025
Q1 | $200K | Buy |
+2,616
| New | +$200K | 0.04% | 341 |
|
|
2024
Q4 | – | Sell |
-2,621
| Closed | -$205K | – | 368 |
|
|
2024
Q3 | $205K | Buy |
+2,621
| New | +$205K | 0.05% | 332 |
|
|
2024
Q1 | – | Sell |
-526
| Closed | -$204K | – | 211 |
|
|
2023
Q4 | $204K | Buy |
+526
| New | +$204K | 0.25% | 53 |
|