WealthShield 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 | $125K | Buy |
1,621
+4
| +0.2% | +$309 | 0.02% | 358 |
|
|
2025
Q1 | $124K | Buy |
1,617
+1,491
| +1,183% | +$114K | 0.02% | 350 |
|
|
2024
Q4 | $9.42K | Hold |
126
| – | – | ﹤0.01% | 449 |
|
|
2024
Q3 | $9.88K | Hold |
126
| – | – | ﹤0.01% | 447 |
|
|
2024
Q2 | $9.44K | Hold |
126
| – | – | ﹤0.01% | 426 |
|
|
2024
Q1 | $9.5K | Sell |
126
-435
| -78% | -$32.8K | ﹤0.01% | 425 |
|
|
2023
Q4 | $42.8K | Sell |
561
-1,855
| -77% | -$142K | 0.01% | 369 |
|
|
2023
Q3 | $175K | Hold |
2,416
| – | – | 0.03% | 298 |
|
|
2023
Q2 | $182K | Hold |
2,416
| – | – | 0.03% | 301 |
|
|
2023
Q1 | $185K | Buy |
+2,416
| New | +$185K | 0.03% | 297 |
|
|
2021
Q3 | – | Sell |
-266
| Closed | -$24K | – | 288 |
|
|
2021
Q2 | $24K | Buy |
+266
| New | +$24K | ﹤0.01% | 619 |
|
|
2021
Q1 | – | Sell |
-2,691
| Closed | -$250K | – | 1138 |
|
|
2020
Q4 | $250K | Sell |
2,691
-2,615
| -49% | -$243K | 0.05% | 255 |
|
|
2020
Q3 | $496K | Buy |
5,306
+349
| +7% | +$32.6K | 0.17% | 131 |
|
|
2020
Q2 | $462K | Buy |
4,957
+1,281
| +35% | +$119K | 0.21% | 109 |
|
|
2020
Q1 | $328K | Buy |
3,676
+1,307
| +55% | +$117K | 0.2% | 109 |
|
|
2019
Q4 | $207K | Buy |
2,369
+341
| +17% | +$29.8K | 0.1% | 175 |
|
|
2019
Q3 | $178K | Buy |
2,028
+1,417
| +232% | +$124K | 0.09% | 168 |
|
|
2019
Q2 | $53K | Hold |
611
| – | – | 0.03% | 176 |
|
|
2019
Q1 | $51K | Sell |
611
-2
| -0.3% | -$167 | 0.03% | 192 |
|
|
2018
Q4 | $50K | Sell |
613
-640
| -51% | -$52.2K | 0.03% | 162 |
|
|
2018
Q3 | $101K | Buy |
+1,253
| New | +$101K | 0.06% | 149 |
|
|
2018
Q2 | – | Sell |
-1,358
| Closed | -$111K | – | 243 |
|
|
2018
Q1 | $111K | Sell |
1,358
-1,349
| -50% | -$110K | 0.07% | 130 |
|
|
2017
Q4 | $226K | Buy |
+2,707
| New | +$226K | 0.14% | 122 |
|