Acorn Financial Advisory Services’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
Q1 | – | Sell |
-3,753
| Closed | -$280K | – | 192 |
|
|
2024
Q4 | $280K | Buy |
+3,753
| New | +$280K | 0.05% | 168 |
|
|
2024
Q1 | – | Sell |
-31,218
| Closed | -$2.36M | – | 213 |
|
|
2023
Q4 | $2.36M | Sell |
31,218
-661
| -2% | -$50K | 0.41% | 29 |
|
|
2023
Q3 | $2.29M | Buy |
31,879
+16,793
| +111% | +$1.21M | 0.41% | 31 |
|
|
2023
Q2 | $1.14M | Buy |
15,086
+7,664
| +103% | +$577K | 0.2% | 72 |
|
|
2023
Q1 | $570K | Buy |
7,422
+1,881
| +34% | +$144K | 0.11% | 113 |
|
|
2022
Q4 | $412K | Sell |
5,541
-853
| -13% | -$63.4K | 0.09% | 132 |
|
|
2022
Q3 | $468K | Buy |
6,394
+154
| +2% | +$11.3K | 0.11% | 124 |
|
|
2022
Q2 | $486K | Buy |
6,240
+3,278
| +111% | +$255K | 0.12% | 117 |
|
|
2022
Q1 | $243K | Sell |
2,962
-25,254
| -90% | -$2.07M | 0.05% | 199 |
|
|
2021
Q4 | $2.47M | Buy |
28,216
+4,072
| +17% | +$357K | 0.49% | 27 |
|
|
2021
Q3 | $2.16M | Sell |
24,144
-1,903
| -7% | -$170K | 0.67% | 30 |
|
|
2021
Q2 | $2.34M | Buy |
26,047
+5,451
| +26% | +$490K | 0.69% | 27 |
|
|
2021
Q1 | $1.83M | Sell |
20,596
-54
| -0.3% | -$4.79K | 0.67% | 33 |
|
|
2020
Q4 | $1.92M | Buy |
20,650
+3,778
| +22% | +$351K | 0.75% | 28 |
|
|
2020
Q3 | $1.58M | Buy |
16,872
+4,555
| +37% | +$426K | 0.83% | 24 |
|
|
2020
Q2 | $1.15M | Buy |
12,317
+3,028
| +33% | +$282K | 0.8% | 33 |
|
|
2020
Q1 | $830K | Buy |
9,289
+6,616
| +248% | +$591K | 0.82% | 35 |
|
|
2019
Q4 | $233K | Buy |
+2,673
| New | +$233K | 0.2% | 147 |
|