Woodward Diversified Capital’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 | $1.1M | Buy |
14,261
+7,181
| +101% | +$555K | 0.56% | 43 |
|
|
2025
Q1 | $542K | Buy |
7,080
+3,477
| +97% | +$266K | 0.38% | 64 |
|
|
2024
Q4 | $269K | Buy |
3,603
+587
| +19% | +$43.9K | 0.2% | 99 |
|
|
2024
Q3 | $236K | Buy |
+3,016
| New | +$236K | 0.15% | 146 |
|
|
2024
Q1 | – | Sell |
-11,390
| Closed | -$870K | – | 153 |
|
|
2023
Q4 | $870K | Buy |
+11,390
| New | +$870K | 0.55% | 49 |
|
|
2023
Q3 | – | Sell |
-16,457
| Closed | -$1.24M | – | 153 |
|
|
2023
Q2 | $1.24M | Buy |
+16,457
| New | +$1.24M | 0.93% | 28 |
|
|
2021
Q1 | – | Sell |
-2,560
| Closed | -$238K | – | 209 |
|
|
2020
Q4 | $238K | Buy |
+2,560
| New | +$238K | 0.15% | 133 |
|