Wescott Financial Advisory Group’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 | $23.1M | Buy |
299,186
+16,773
| +6% | +$1.3M | 2.21% | 14 |
|
|
2025
Q1 | $21.6M | Buy |
282,413
+33,934
| +14% | +$2.6M | 2.24% | 14 |
|
|
2024
Q4 | $18.6M | Buy |
248,479
+67,135
| +37% | +$5.02M | 1.92% | 14 |
|
|
2024
Q3 | $14.2M | Buy |
181,344
+37,565
| +26% | +$2.94M | 1.53% | 15 |
|
|
2024
Q2 | $10.8M | Buy |
143,779
+5,392
| +4% | +$404K | 1.25% | 18 |
|
|
2024
Q1 | $10.4M | Buy |
138,387
+3,252
| +2% | +$245K | 1.3% | 15 |
|
|
2023
Q4 | $10.3M | Buy |
135,135
+51,596
| +62% | +$3.94M | 1.45% | 15 |
|
|
2023
Q3 | $6.04M | Buy |
83,539
+6,593
| +9% | +$477K | 1.1% | 19 |
|
|
2023
Q2 | $5.79M | Buy |
76,946
+11,428
| +17% | +$860K | 1.02% | 21 |
|
|
2023
Q1 | $5.03M | Buy |
65,518
+24,464
| +60% | +$1.88M | 1.09% | 20 |
|
|
2022
Q4 | $3.05M | Buy |
41,054
+33,829
| +468% | +$2.51M | 0.66% | 33 |
|
|
2022
Q3 | $531K | Buy |
+7,225
| New | +$531K | 0.15% | 82 |
|