Vantage Financial Partners (Wisconsin)’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
Q1 | – | Sell |
-3,224
| Closed | -$241K | – | 197 |
|
|
2024
Q4 | $241K | Sell |
3,224
-1,119
| -26% | -$83.6K | 0.06% | 152 |
|
|
2024
Q3 | $340K | Sell |
4,343
-793
| -15% | -$62.2K | 0.08% | 130 |
|
|
2024
Q2 | $385K | Sell |
5,136
-490
| -9% | -$36.7K | 0.1% | 99 |
|
|
2024
Q1 | $424K | Buy |
5,626
+782
| +16% | +$59K | 0.11% | 89 |
|
|
2023
Q4 | $370K | Buy |
+4,844
| New | +$370K | 0.11% | 89 |
|