Valeo Financial Advisors’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 | $250K | Buy |
+3,231
| New | +$250K | 0.01% | 633 |
|
|
2024
Q4 | – | Sell |
-3,244
| Closed | -$254K | – | 695 |
|
|
2024
Q3 | $254K | Sell |
3,244
-574
| -15% | -$45K | 0.01% | 578 |
|
|
2024
Q2 | $286K | Buy |
3,818
+22
| +0.6% | +$1.65K | 0.01% | 524 |
|
|
2024
Q1 | $279K | Buy |
3,796
+1,040
| +38% | +$76.3K | 0.01% | 528 |
|
|
2023
Q4 | $210K | Buy |
+2,756
| New | +$210K | 0.01% | 580 |
|
|
2023
Q3 | – | Sell |
-3,677
| Closed | -$277K | – | 620 |
|
|
2023
Q2 | $277K | Sell |
3,677
-223
| -6% | -$16.8K | 0.01% | 450 |
|
|
2023
Q1 | $299K | Sell |
3,900
-855
| -18% | -$65.6K | 0.01% | 446 |
|
|
2022
Q4 | $353K | Buy |
4,755
+32
| +0.7% | +$2.38K | 0.02% | 345 |
|
|
2022
Q3 | $347K | Sell |
4,723
-242
| -5% | -$17.8K | 0.02% | 306 |
|
|
2022
Q2 | $386K | Buy |
4,965
+282
| +6% | +$21.9K | 0.02% | 292 |
|
|
2022
Q1 | $384K | Buy |
4,683
+11
| +0.2% | +$902 | 0.02% | 367 |
|
|
2021
Q4 | $409K | Buy |
4,672
+339
| +8% | +$29.7K | 0.02% | 342 |
|
|
2021
Q3 | $388K | Buy |
4,333
+1,676
| +63% | +$150K | 0.02% | 335 |
|
|
2021
Q2 | $239K | Buy |
2,657
+104
| +4% | +$9.36K | 0.01% | 387 |
|
|
2021
Q1 | $227K | Buy |
2,553
+1,523
| +148% | +$135K | 0.01% | 405 |
|
|
2020
Q4 | $96K | Sell |
1,030
-172
| -14% | -$16K | ﹤0.01% | 572 |
|
|
2020
Q3 | $112K | Buy |
+1,202
| New | +$112K | 0.01% | 442 |
|
|
2020
Q2 | – | Sell |
-1,025
| Closed | -$93K | – | 1956 |
|
|
2020
Q1 | $93K | Buy |
+1,025
| New | +$93K | 0.01% | 432 |
|
|
2018
Q3 | – | Sell |
-20
| Closed | -$2K | – | 1763 |
|
|
2018
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1316 |
|
|
2018
Q1 | – | Sell |
-92
| Closed | -$8K | – | 1539 |
|
|
2017
Q4 | $8K | Buy |
+92
| New | +$8K | ﹤0.01% | 868 |
|