World Equity 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 | $289K | Sell |
3,734
-558
| -13% | -$43.2K | 0.08% | 253 |
|
|
2025
Q1 | $329K | Sell |
4,292
-3,572
| -45% | -$274K | 0.09% | 212 |
|
|
2024
Q4 | $588K | Buy |
+7,864
| New | +$588K | 0.13% | 170 |
|
|
2024
Q2 | – | Sell |
-2,938
| Closed | -$221K | – | 273 |
|
|
2024
Q1 | $221K | Sell |
2,938
-758
| -21% | -$57.1K | 0.05% | 281 |
|
|
2023
Q4 | $282K | Sell |
3,696
-170
| -4% | -$13K | 0.06% | 262 |
|
|
2023
Q3 | $280K | Buy |
+3,866
| New | +$280K | 0.06% | 270 |
|
|
2023
Q2 | – | Sell |
-112,034
| Closed | -$3.65M | – | 338 |
|
|
2023
Q1 | $3.65M | Buy |
112,034
+93,111
| +492% | +$3.03M | 0.55% | 40 |
|
|
2022
Q4 | $1.41M | Sell |
18,923
-109
| -0.6% | -$8.1K | 0.33% | 82 |
|
|
2022
Q3 | $1.4M | Sell |
19,032
-339
| -2% | -$24.9K | 0.35% | 74 |
|
|
2022
Q2 | $1.5M | Buy |
19,371
+194
| +1% | +$15.1K | 0.38% | 71 |
|
|
2022
Q1 | $1.57M | Buy |
+19,177
| New | +$1.57M | 0.34% | 79 |
|