Wealthcare Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Buy |
7,576
+827
| +12% | +$64K | 0.01% | 604 |
|
|
2025
Q1 | $517K | Buy |
6,749
+188
| +3% | +$14.4K | 0.01% | 587 |
|
|
2024
Q4 | $490K | Buy |
6,561
+2,408
| +58% | +$180K | 0.01% | 572 |
|
|
2024
Q3 | $326K | Sell |
4,153
-85
| -2% | -$6.66K | 0.01% | 690 |
|
|
2024
Q2 | $317K | Buy |
4,238
+153
| +4% | +$11.5K | 0.01% | 654 |
|
|
2024
Q1 | $308K | Buy |
4,085
+406
| +11% | +$30.6K | 0.01% | 662 |
|
|
2023
Q4 | $281K | Buy |
3,679
+453
| +14% | +$34.6K | 0.01% | 627 |
|
|
2023
Q3 | $233K | Sell |
3,226
-938
| -23% | -$67.8K | 0.01% | 612 |
|
|
2023
Q2 | $313K | Sell |
4,164
-2,435
| -37% | -$183K | 0.01% | 549 |
|
|
2023
Q1 | $506K | Sell |
6,599
-4,039
| -38% | -$310K | 0.02% | 457 |
|
|
2022
Q4 | $791K | Buy |
10,638
+2,911
| +38% | +$216K | 0.04% | 316 |
|
|
2022
Q3 | $568K | Buy |
7,727
+4,798
| +164% | +$353K | 0.03% | 330 |
|
|
2022
Q2 | $227K | Buy |
+2,929
| New | +$227K | 0.01% | 497 |
|
|
2022
Q1 | – | Sell |
-2,693
| Closed | -$236K | – | 543 |
|
|
2021
Q4 | $236K | Sell |
2,693
-196
| -7% | -$17.2K | 0.01% | 501 |
|
|
2021
Q3 | $258K | Buy |
+2,889
| New | +$258K | 0.02% | 459 |
|
|
2021
Q2 | – | Sell |
-3,925
| Closed | -$348K | – | 690 |
|
|
2021
Q1 | $348K | Sell |
3,925
-457
| -10% | -$40.5K | 0.03% | 354 |
|
|
2020
Q4 | $407K | Buy |
4,382
+822
| +23% | +$76.3K | 0.04% | 264 |
|
|
2020
Q3 | $333K | Sell |
3,560
-768
| -18% | -$71.8K | 0.04% | 263 |
|
|
2020
Q2 | $403K | Sell |
4,328
-595
| -12% | -$55.4K | 0.05% | 203 |
|
|
2020
Q1 | $440K | Buy |
4,923
+596
| +14% | +$53.3K | 0.06% | 166 |
|
|
2019
Q4 | $377K | Buy |
4,327
+4
| +0.1% | +$349 | 0.05% | 209 |
|
|
2019
Q3 | $380K | Sell |
4,323
-42
| -1% | -$3.69K | 0.06% | 180 |
|
|
2019
Q2 | $378K | Buy |
4,365
+194
| +5% | +$16.8K | 0.06% | 170 |
|
|
2019
Q1 | $350K | Buy |
4,171
+2
| +0% | +$168 | 0.06% | 168 |
|
|
2018
Q4 | $339K | Buy |
4,169
+4
| +0.1% | +$325 | 0.07% | 148 |
|
|
2018
Q3 | $335K | Buy |
4,165
+4
| +0.1% | +$322 | 0.06% | 163 |
|
|
2018
Q2 | $337K | Sell |
4,161
-345
| -8% | -$27.9K | 0.07% | 157 |
|
|
2018
Q1 | $368K | Buy |
4,506
+424
| +10% | +$34.6K | 0.08% | 132 |
|
|
2017
Q4 | $342K | Buy |
4,082
+1,488
| +57% | +$125K | 0.09% | 128 |
|
|
2017
Q3 | $220K | Buy |
+2,594
| New | +$220K | 0.07% | 140 |
|