Vance Wealth’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 | $488K | Sell |
6,305
-353
| -5% | -$27.3K | 0.16% | 68 |
|
|
2025
Q1 | $510K | Buy |
6,658
+2,265
| +52% | +$173K | 0.19% | 63 |
|
|
2024
Q4 | $328K | Sell |
4,393
-5
| -0.1% | -$374 | 0.13% | 73 |
|
|
2024
Q3 | $345K | Buy |
4,398
+334
| +8% | +$26.2K | 0.13% | 74 |
|
|
2024
Q2 | $304K | Buy |
4,064
+7
| +0.2% | +$524 | 0.13% | 75 |
|
|
2024
Q1 | $306K | Buy |
4,057
+94
| +2% | +$7.09K | 0.12% | 72 |
|
|
2023
Q4 | $303K | Buy |
3,963
+188
| +5% | +$14.4K | 0.13% | 66 |
|
|
2023
Q3 | $273K | Sell |
3,775
-340
| -8% | -$24.6K | 0.13% | 66 |
|
|
2023
Q2 | $310K | Buy |
+4,115
| New | +$310K | 0.14% | 62 |
|
|
2022
Q4 | – | Sell |
-4,805
| Closed | -$353K | – | 75 |
|
|
2022
Q3 | $353K | Hold |
4,805
| – | – | 0.27% | 44 |
|
|
2022
Q2 | $373K | Sell |
4,805
-220
| -4% | -$17.1K | 0.29% | 40 |
|
|
2022
Q1 | $412K | Sell |
5,025
-339
| -6% | -$27.8K | 0.52% | 33 |
|
|
2021
Q4 | $470K | Buy |
+5,364
| New | +$470K | 0.46% | 26 |
|