WBH Advisory’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 | – | Sell |
-2,656
| Closed | -$203K | – | 337 |
|
|
2025
Q1 | $203K | Sell |
2,656
-29
| -1% | -$2.22K | 0.02% | 318 |
|
|
2024
Q4 | $201K | Sell |
2,685
-82
| -3% | -$6.13K | 0.02% | 318 |
|
|
2024
Q3 | $217K | Buy |
2,767
+56
| +2% | +$4.39K | 0.02% | 313 |
|
|
2024
Q2 | $203K | Buy |
+2,711
| New | +$203K | 0.02% | 302 |
|
|
2022
Q1 | – | Sell |
-6,312
| Closed | -$553K | – | 313 |
|
|
2021
Q4 | $553K | Sell |
6,312
-1,332
| -17% | -$117K | 0.06% | 212 |
|
|
2021
Q3 | $684K | Buy |
7,644
+84
| +1% | +$7.52K | 0.09% | 176 |
|
|
2021
Q2 | $687K | Buy |
7,560
+3,442
| +84% | +$313K | 0.1% | 151 |
|
|
2021
Q1 | $365K | Buy |
4,118
+13
| +0.3% | +$1.15K | 0.06% | 205 |
|
|
2020
Q4 | $378K | Buy |
4,105
+56
| +1% | +$5.16K | 0.07% | 194 |
|
|
2020
Q3 | $378K | Buy |
4,049
+22
| +0.5% | +$2.05K | 0.08% | 183 |
|
|
2020
Q2 | $375K | Sell |
4,027
-596
| -13% | -$55.5K | 0.09% | 173 |
|
|
2020
Q1 | $412 | Buy |
+4,623
| New | +$412 | 0.1% | 150 |
|
|
2018
Q4 | – | Sell |
-13,494
| Closed | -$1.09M | – | 227 |
|
|
2018
Q3 | $1.09M | Buy |
13,494
+300
| +2% | +$24.1K | 0.26% | 92 |
|
|
2018
Q2 | $1.07M | Buy |
13,194
+9,823
| +291% | +$795K | 0.28% | 87 |
|
|
2018
Q1 | $275K | Sell |
3,371
-2,661
| -44% | -$217K | 0.07% | 198 |
|
|
2017
Q4 | $505K | Buy |
6,032
+177
| +3% | +$14.8K | 0.13% | 140 |
|
|
2017
Q3 | $495K | Buy |
5,855
+32
| +0.5% | +$2.71K | 0.14% | 135 |
|
|
2017
Q2 | $492K | Buy |
5,823
+31
| +0.5% | +$2.62K | 0.14% | 134 |
|
|
2017
Q1 | $484K | Buy |
5,792
+270
| +5% | +$22.6K | 0.15% | 140 |
|
|
2016
Q4 | $458K | Buy |
+5,522
| New | +$458K | 0.15% | 137 |
|