Wealthspire Advisors (New York)’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 | $225K | Sell |
2,903
-194
| -6% | -$15K | ﹤0.01% | 751 |
|
|
2025
Q1 | $237K | Hold |
3,097
| – | – | ﹤0.01% | 702 |
|
|
2024
Q4 | $231K | Sell |
3,097
-368
| -11% | -$27.5K | ﹤0.01% | 710 |
|
|
2024
Q3 | $272K | Hold |
3,465
| – | – | ﹤0.01% | 639 |
|
|
2024
Q2 | $260K | Sell |
3,465
-13,710
| -80% | -$1.03M | ﹤0.01% | 570 |
|
|
2024
Q1 | $1.29M | Buy |
17,175
+8
| +0% | +$603 | 0.02% | 271 |
|
|
2023
Q4 | $1.31M | Sell |
17,167
-360
| -2% | -$27.5K | 0.02% | 265 |
|
|
2023
Q3 | $1.27M | Buy |
17,527
+11,898
| +211% | +$860K | 0.02% | 240 |
|
|
2023
Q2 | $424K | Sell |
5,629
-165
| -3% | -$12.4K | 0.01% | 396 |
|
|
2023
Q1 | $445K | Sell |
5,794
-384
| -6% | -$29.5K | 0.01% | 370 |
|
|
2022
Q4 | $459K | Sell |
6,178
-15,094
| -71% | -$1.12M | 0.01% | 382 |
|
|
2022
Q3 | $1.56M | Buy |
+21,272
| New | +$1.56M | 0.03% | 172 |
|