Wheelhouse 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 | $1.07M | Sell |
13,879
-430
| -3% | -$33.3K | 0.53% | 20 |
|
|
2025
Q1 | $1.1M | Sell |
14,309
-4,512
| -24% | -$345K | 0.63% | 16 |
|
|
2024
Q4 | $1.41M | Sell |
18,821
-1,227
| -6% | -$91.7K | 0.83% | 16 |
|
|
2024
Q3 | $1.57M | Sell |
20,048
-1,746
| -8% | -$137K | 1.01% | 14 |
|
|
2024
Q2 | $1.62M | Buy |
21,794
+970
| +5% | +$72.3K | 1.14% | 13 |
|
|
2024
Q1 | $1.57M | Buy |
20,824
+1,436
| +7% | +$108K | 1.21% | 13 |
|
|
2023
Q4 | $1.48M | Buy |
+19,388
| New | +$1.48M | 1.29% | 13 |
|