Verdence Capital Advisors’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
$653K Sell
8,445
-61
-0.7% -$4.72K 0.04% 336
2025
Q1
$651K Buy
8,506
+166
+2% +$12.7K 0.05% 313
2024
Q4
$623K Buy
8,340
+74
+0.9% +$5.53K 0.05% 324
2024
Q3
$648K Buy
8,266
+644
+8% +$50.5K 0.05% 328
2024
Q2
$571K Sell
7,622
-604
-7% -$45.2K 0.05% 327
2024
Q1
$620K Sell
8,226
-257
-3% -$19.4K 0.06% 311
2023
Q4
$648K Sell
8,483
-41
-0.5% -$3.13K 0.06% 292
2023
Q3
$616K Buy
+8,524
New +$616K 0.07% 288