WNY Asset 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 | $4.87M | Buy |
63,028
+4,481
| +8% | +$347K | 0.54% | 34 |
|
|
2025
Q1 | $4.48M | Buy |
58,547
+54,651
| +1,403% | +$4.18M | 0.53% | 36 |
|
|
2024
Q4 | $291K | Sell |
3,896
-1,000
| -20% | -$74.7K | 0.04% | 176 |
|
|
2024
Q3 | $384K | Buy |
4,896
+1,897
| +63% | +$149K | 0.04% | 168 |
|
|
2024
Q2 | $225K | Hold |
2,999
| – | – | 0.03% | 215 |
|
|
2024
Q1 | $226K | Hold |
2,999
| – | – | 0.03% | 215 |
|
|
2023
Q4 | $229K | Buy |
+2,999
| New | +$229K | 0.04% | 202 |
|