WealthCare Investment 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 | $729K | Buy |
9,500
+96
| +1% | +$7.37K | 0.26% | 79 |
|
|
2025
Q1 | $711K | Buy |
9,404
+3,225
| +52% | +$244K | 0.3% | 69 |
|
|
2024
Q4 | $462K | Buy |
6,179
+224
| +4% | +$16.7K | 0.2% | 97 |
|
|
2024
Q3 | $459K | Buy |
5,955
+1,293
| +28% | +$99.6K | 0.2% | 95 |
|
|
2024
Q2 | $349K | Buy |
4,662
+710
| +18% | +$53.2K | 0.16% | 100 |
|
|
2024
Q1 | $298K | Buy |
3,952
+645
| +20% | +$48.6K | 0.14% | 103 |
|
|
2023
Q4 | $251K | Buy |
3,307
+15
| +0.5% | +$1.14K | 0.14% | 111 |
|
|
2023
Q3 | $236K | Buy |
3,292
+38
| +1% | +$2.72K | 0.14% | 102 |
|
|
2023
Q2 | $242K | Buy |
3,254
+31
| +1% | +$2.31K | 0.15% | 102 |
|
|
2023
Q1 | $247K | Sell |
3,223
-142
| -4% | -$10.9K | 0.15% | 105 |
|
|
2022
Q4 | $250K | Sell |
3,365
-939
| -22% | -$69.8K | 0.17% | 99 |
|
|
2022
Q3 | $316K | Buy |
4,304
+273
| +7% | +$20K | 0.26% | 81 |
|
|
2022
Q2 | $313K | Sell |
4,031
-54
| -1% | -$4.19K | 0.27% | 78 |
|
|
2022
Q1 | $327K | Buy |
4,085
+65
| +2% | +$5.2K | 0.29% | 73 |
|
|
2021
Q4 | $352K | Buy |
+4,020
| New | +$352K | 0.34% | 69 |
|