Western Wealth Management’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 | $364K | Buy |
4,710
+571
| +14% | +$44.2K | 0.02% | 505 |
|
|
2025
Q1 | $317K | Sell |
4,139
-2,241
| -35% | -$172K | 0.02% | 515 |
|
|
2024
Q4 | $477K | Sell |
6,380
-26,223
| -80% | -$1.96M | 0.03% | 392 |
|
|
2024
Q3 | $2.56M | Buy |
32,603
+26,260
| +414% | +$2.06M | 0.15% | 142 |
|
|
2024
Q2 | $475K | Buy |
6,343
+49
| +0.8% | +$3.67K | 0.04% | 380 |
|
|
2024
Q1 | $475K | Sell |
6,294
-18,360
| -74% | -$1.38M | 0.04% | 379 |
|
|
2023
Q4 | $1.88M | Sell |
24,654
-3,227
| -12% | -$246K | 0.14% | 160 |
|
|
2023
Q3 | $2.02M | Buy |
27,881
+2,860
| +11% | +$207K | 0.17% | 125 |
|
|
2023
Q2 | $1.88M | Buy |
25,021
+2,034
| +9% | +$153K | 0.16% | 136 |
|
|
2023
Q1 | $1.76M | Buy |
22,987
+6,682
| +41% | +$513K | 0.16% | 145 |
|
|
2022
Q4 | $1.21M | Sell |
16,305
-23,144
| -59% | -$1.72M | 0.12% | 186 |
|
|
2022
Q3 | $2.89M | Sell |
39,449
-10,713
| -21% | -$786K | 0.17% | 139 |
|
|
2022
Q2 | $3.88M | Buy |
50,162
+2,866
| +6% | +$222K | 0.22% | 100 |
|
|
2022
Q1 | $3.87M | Buy |
47,296
+44,498
| +1,590% | +$3.64M | 0.19% | 122 |
|
|
2021
Q4 | $247K | Buy |
+2,798
| New | +$247K | 0.02% | 520 |
|
|
2021
Q1 | – | Sell |
-2,406
| Closed | -$223K | – | 514 |
|
|
2020
Q4 | $223K | Buy |
2,406
+87
| +4% | +$8.06K | 0.03% | 423 |
|
|
2020
Q3 | $217K | Buy |
2,319
+6
| +0.3% | +$561 | 0.04% | 397 |
|
|
2020
Q2 | $216K | Buy |
+2,313
| New | +$216K | 0.04% | 374 |
|