Valley Wealth Managers’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 | $14.1K | Sell |
182
-80
| -31% | -$6.19K | ﹤0.01% | 234 |
|
|
2025
Q1 | $20.1K | Hold |
262
| – | – | ﹤0.01% | 245 |
|
|
2024
Q4 | $19.6K | Hold |
262
| – | – | ﹤0.01% | 262 |
|
|
2024
Q3 | $20.5K | Hold |
262
| – | – | ﹤0.01% | 267 |
|
|
2024
Q2 | $19.6K | Hold |
262
| – | – | ﹤0.01% | 263 |
|
|
2024
Q1 | $19.8K | Hold |
262
| – | – | ﹤0.01% | 243 |
|
|
2023
Q4 | $20K | Hold |
262
| – | – | ﹤0.01% | 251 |
|
|
2023
Q3 | $18.9K | Sell |
262
-15
| -5% | -$1.09K | ﹤0.01% | 259 |
|
|
2023
Q2 | $20.8K | Hold |
277
| – | – | ﹤0.01% | 245 |
|
|
2023
Q1 | $21.3K | Hold |
277
| – | – | ﹤0.01% | 250 |
|
|
2022
Q4 | $20.6K | Hold |
277
| – | – | ﹤0.01% | 268 |
|
|
2022
Q3 | $20K | Hold |
277
| – | – | ﹤0.01% | 285 |
|
|
2022
Q2 | $22K | Buy |
+277
| New | +$22K | ﹤0.01% | 289 |
|