Venturi Wealth Management’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 |
-57
| Closed | -$4.3K | – | 714 |
|
|
2024
Q4 | $4.3K | Sell |
57
-21
| -27% | -$1.59K | ﹤0.01% | 1734 |
|
|
2024
Q3 | $6.16K | Hold |
78
| – | – | ﹤0.01% | 1331 |
|
|
2024
Q2 | $5.88K | Hold |
78
| – | – | ﹤0.01% | 1197 |
|
|
2024
Q1 | $5.92K | Hold |
78
| – | – | ﹤0.01% | 1049 |
|
|
2023
Q4 | $6K | Hold |
78
| – | – | ﹤0.01% | 992 |
|
|
2023
Q3 | $5.68K | Hold |
78
| – | – | ﹤0.01% | 943 |
|
|
2023
Q2 | $5.91K | Hold |
78
| – | – | ﹤0.01% | 726 |
|
|
2023
Q1 | $6.03K | Buy |
+78
| New | +$6.03K | ﹤0.01% | 793 |
|
|
2018
Q3 | – | Sell |
-3,030
| Closed | -$245K | – | 165 |
|
|
2018
Q2 | $245K | Sell |
3,030
-2,483
| -45% | -$201K | 0.05% | 158 |
|
|
2018
Q1 | $451K | Sell |
5,513
-1,505
| -21% | -$123K | 0.09% | 144 |
|
|
2017
Q4 | $588K | Sell |
7,018
-642
| -8% | -$53.8K | 0.11% | 137 |
|
|
2017
Q3 | $647K | Hold |
7,660
| – | – | 0.14% | 122 |
|
|
2017
Q2 | $647K | Buy |
7,660
+240
| +3% | +$20.3K | 0.15% | 120 |
|
|
2017
Q1 | $629K | Hold |
7,420
| – | – | 0.15% | 115 |
|
|
2016
Q4 | $616K | Sell |
7,420
-984
| -12% | -$81.7K | 0.17% | 105 |
|
|
2016
Q3 | $737K | Sell |
8,404
-17,645
| -68% | -$1.55M | 0.24% | 82 |
|
|
2016
Q2 | $2.29M | Sell |
26,049
-4,710
| -15% | -$415K | 0.78% | 48 |
|
|
2016
Q1 | $2.65M | Buy |
30,759
+295
| +1% | +$25.5K | 0.99% | 37 |
|
|
2015
Q4 | $2.53M | Buy |
+30,464
| New | +$2.53M | 1.15% | 32 |
|