Waverly 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 | $2.97M | Sell |
38,466
-905
| -2% | -$70K | 0.03% | 402 |
|
|
2025
Q1 | $3.01M | Sell |
39,371
-71
| -0.2% | -$5.44K | 0.04% | 394 |
|
|
2024
Q4 | $2.95M | Buy |
39,442
+2,019
| +5% | +$151K | 0.05% | 306 |
|
|
2024
Q3 | $2.93M | Buy |
37,423
+1,297
| +4% | +$102K | 0.05% | 271 |
|
|
2024
Q2 | $2.71M | Buy |
36,126
+2,910
| +9% | +$218K | 0.05% | 268 |
|
|
2024
Q1 | $2.5M | Buy |
33,216
+1,083
| +3% | +$81.7K | 0.06% | 227 |
|
|
2023
Q4 | $2.45M | Buy |
32,133
+135
| +0.4% | +$10.3K | 0.09% | 127 |
|
|
2023
Q3 | $2.31M | Sell |
31,998
-8,444
| -21% | -$611K | 0.1% | 121 |
|
|
2023
Q2 | $3.04M | Buy |
40,442
+29,047
| +255% | +$2.19M | 0.13% | 108 |
|
|
2023
Q1 | $874K | Sell |
11,395
-4,063
| -26% | -$312K | 0.05% | 151 |
|
|
2022
Q4 | $1.15M | Buy |
15,458
+5,500
| +55% | +$409K | 0.06% | 123 |
|
|
2022
Q3 | $732K | Buy |
9,958
+3,965
| +66% | +$291K | 0.05% | 129 |
|
|
2022
Q2 | $465K | Buy |
+5,993
| New | +$465K | 0.04% | 135 |
|