VisionPoint Advisory Group’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 |
-3,482
| Closed | -$260K | – | 218 |
|
|
2024
Q4 | $260K | Sell |
3,482
-336
| -9% | -$25.1K | 0.09% | 158 |
|
|
2024
Q3 | $299K | Buy |
3,818
+631
| +20% | +$49.5K | 0.1% | 146 |
|
|
2024
Q2 | $239K | Buy |
3,187
+332
| +12% | +$24.9K | 0.08% | 151 |
|
|
2024
Q1 | $215K | Buy |
2,855
+437
| +18% | +$33K | 0.08% | 161 |
|
|
2023
Q4 | $185K | Buy |
2,418
+381
| +19% | +$29.1K | 0.07% | 156 |
|
|
2023
Q3 | $147K | Buy |
+2,037
| New | +$147K | 0.06% | 161 |
|