Verum Partners’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
2024
Q2
Sell
-9,831
Closed -$741K 155
2024
Q1
$741K Sell
9,831
-4,866
-33% -$367K 0.26% 64
2023
Q4
$1.12M Sell
14,697
-1,421
-9% -$109K 0.44% 50
2023
Q3
$1.17M Buy
+16,118
New +$1.17M 0.52% 48