Wealthquest’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 | $245K | Buy |
3,167
+193
| +6% | +$14.9K | 0.02% | 121 |
|
|
2025
Q1 | $228K | Buy |
+2,974
| New | +$228K | 0.02% | 120 |
|
|
2019
Q3 | – | Sell |
-2,989
| Closed | -$258K | – | 129 |
|
|
2019
Q2 | $258K | Hold |
2,989
| – | – | 0.1% | 102 |
|
|
2019
Q1 | $250K | Buy |
+2,989
| New | +$250K | 0.09% | 109 |
|
|
2015
Q3 | $332K | Buy |
+3,918
| New | +$332K | 0.6% | 24 |
|