Ownership history in Avior Wealth Management, LLC · 46 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in VANGUARD INTERMEDIATE-TERM BOND INDEX FUND (BIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 421,555 | +18,688 | +4.6% | 1.02% | $32.8M | $77.36 |
| 2025 Q3 | ADDED | 402,867 | +13,494 | +3.5% | 1.01% | $31.5M | $76.51 |
| 2025 Q2 | ADDED | 389,373 | +1,470 | +0.4% | 1.04% | $30.1M | $75.01 |
| 2025 Q1 | REDUCED | 387,903 | -7,035 | -1.8% | 1.13% | $29.7M | $73.51 |
| 2024 Q4 | ADDED | 394,938 | +17,888 | +4.7% | 1.08% | $29.5M | $71.28 |
| 2024 Q3 | ADDED | 377,050 | +11,879 | +3.3% | 1.18% | $29.5M | $73.80 |
| 2024 Q2 | ADDED | 365,171 | +309,305 | +553.7% | 1.18% | $27.3M | $69.86 |
| 2024 Q1 | REDUCED | 55,866 | -8,948 | -13.8% | 0.20% | $4.2M | $69.68 |
| 2023 Q4 | REDUCED | 64,814 | -14,984 | -18.8% | 0.30% | $5.0M | $70.18 |
| 2023 Q3 | REDUCED | 79,798 | -15,974 | -16.7% | 0.39% | $5.8M | $65.66 |
As of 2025 Q4 — sorted by position size