Verde Capital 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
Q2 | $9.12M | Buy |
117,968
+6,089
| +5% | +$471K | 2.25% | 9 |
|
|
2025
Q1 | $8.57M | Buy |
111,879
+3,197
| +3% | +$245K | 2.44% | 7 |
|
|
2024
Q4 | $8.12M | Buy |
108,682
+3,175
| +3% | +$237K | 2.29% | 9 |
|
|
2024
Q3 | $8.27M | Sell |
105,507
-4,259
| -4% | -$334K | 2.48% | 8 |
|
|
2024
Q2 | $8.22M | Sell |
109,766
-66,696
| -38% | -$4.99M | 2.61% | 9 |
|
|
2024
Q1 | $13.3M | Buy |
176,462
+13,379
| +8% | +$1.01M | 4.55% | 8 |
|
|
2023
Q4 | $12.5M | Sell |
163,083
-24,466
| -13% | -$1.87M | 4.71% | 8 |
|
|
2023
Q3 | $13.6M | Buy |
187,549
+4,085
| +2% | +$295K | 5.27% | 7 |
|
|
2023
Q2 | $13.8M | Buy |
183,464
+3,451
| +2% | +$260K | 5.24% | 6 |
|
|
2023
Q1 | $13.8M | Buy |
180,013
+1,132
| +0.6% | +$86.9K | 5.76% | 6 |
|
|
2022
Q4 | $13.3M | Sell |
178,881
-7,705
| -4% | -$573K | 6.35% | 6 |
|
|
2022
Q3 | $13.7M | Sell |
186,586
-23,670
| -11% | -$1.74M | 6.67% | 6 |
|
|
2022
Q2 | $16.2M | Sell |
210,256
-76,489
| -27% | -$5.91M | 7.45% | 5 |
|
|
2022
Q1 | $23.5M | Buy |
286,745
+4,989
| +2% | +$409K | 9.3% | 4 |
|
|
2021
Q4 | $24.7M | Buy |
281,756
+11,063
| +4% | +$969K | 9.4% | 4 |
|
|
2021
Q3 | $24.2M | Sell |
270,693
-6,985
| -3% | -$625K | 10.08% | 2 |
|
|
2021
Q2 | $25M | Buy |
277,678
+21,067
| +8% | +$1.9M | 10.51% | 1 |
|
|
2021
Q1 | $22.8M | Sell |
256,611
-496
| -0.2% | -$44K | 10.03% | 1 |
|
|
2020
Q4 | $23.9M | Buy |
257,107
+28,675
| +13% | +$2.66M | 11.88% | 2 |
|
|
2020
Q3 | $21.4M | Buy |
228,432
+17,297
| +8% | +$1.62M | 12.15% | 1 |
|
|
2020
Q2 | $19.7M | Buy |
211,135
+33,153
| +19% | +$3.09M | 12.88% | 2 |
|
|
2020
Q1 | $15.9M | Buy |
177,982
+27,138
| +18% | +$2.42M | 11.27% | 3 |
|
|
2019
Q4 | $13.2M | Buy |
+150,844
| New | +$13.2M | 7.68% | 5 |
|