Valeo Financial Advisors’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 | – | Sell |
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|
2025
Q2 | $250K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $254K | Sell |
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|
2024
Q2 | $286K | Buy |
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|
2024
Q1 | $279K | Buy |
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|
2023
Q4 | $210K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $277K | Sell |
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|
2023
Q1 | $299K | Sell |
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|
2022
Q4 | $353K | Buy |
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|
2022
Q3 | $347K | Sell |
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|
2022
Q2 | $386K | Buy |
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|
2022
Q1 | $384K | Buy |
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|
2021
Q4 | $409K | Buy |
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|
2021
Q3 | $388K | Buy |
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|
2021
Q2 | $239K | Buy |
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|
2021
Q1 | $227K | Buy |
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|
2020
Q4 | $96K | Sell |
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|
2020
Q3 | $112K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $93K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $8K | Buy |
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