Anchor Investment 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
$319K Sell
4,124
-39
-0.9% -$3.02K 0.03% 306
2025
Q1
$319K Hold
4,163
0.03% 302
2024
Q4
$311K Hold
4,163
0.03% 301
2024
Q3
$326K Sell
4,163
-2,166
-34% -$170K 0.03% 297
2024
Q2
$474K Buy
6,329
+2,136
+51% +$160K 0.05% 241
2024
Q1
$316K Sell
4,193
-636
-13% -$48K 0.03% 291
2023
Q4
$369K Sell
4,829
-138
-3% -$10.5K 0.04% 277
2023
Q3
$359K Buy
4,967
+211
+4% +$15.3K 0.05% 267
2023
Q2
$358K Sell
4,756
-1,039
-18% -$78.2K 0.05% 269
2023
Q1
$445K Sell
5,795
-600
-9% -$46K 0.06% 241
2022
Q4
$475K Sell
6,395
-2,825
-31% -$210K 0.07% 233
2022
Q3
$677K Hold
9,220
0.11% 183
2022
Q2
$716K Sell
9,220
-430
-4% -$33.4K 0.1% 182
2022
Q1
$790K Sell
9,650
-3,029
-24% -$248K 0.1% 189
2021
Q4
$1.11M Sell
12,679
-250
-2% -$21.9K 0.14% 160
2021
Q3
$1.16M Sell
12,929
-1,050
-8% -$93.9K 0.16% 141
2021
Q2
$1.26M Sell
13,979
-24
-0.2% -$2.16K 0.17% 132
2021
Q1
$1.24M Sell
14,003
-148
-1% -$13.1K 0.19% 125
2020
Q4
$1.31M Sell
14,151
-100
-0.7% -$9.29K 0.24% 104
2020
Q3
$1.33M Hold
14,251
0.27% 96
2020
Q2
$1.33M Sell
14,251
-115
-0.8% -$10.7K 0.3% 90
2020
Q1
$1.28M Buy
14,366
+3,368
+31% +$301K 0.33% 89
2019
Q4
$959K Sell
10,998
-653
-6% -$57K 0.2% 126
2019
Q3
$1.03M Sell
11,651
-147
-1% -$12.9K 0.24% 116
2019
Q2
$1.02M Sell
11,798
-50
-0.4% -$4.33K 0.24% 114
2019
Q1
$994K Sell
11,848
-460
-4% -$38.6K 0.25% 111
2018
Q4
$1M Sell
12,308
-1,290
-9% -$105K 0.28% 99
2018
Q3
$1.09M Sell
13,598
-12
-0.1% -$966 0.25% 108
2018
Q2
$1.1M Sell
13,610
-125
-0.9% -$10.1K 0.27% 98
2018
Q1
$1.12M Sell
13,735
-400
-3% -$32.7K 0.29% 98
2017
Q4
$1.18M Sell
14,135
-85
-0.6% -$7.13K 0.31% 89
2017
Q3
$1.2M Sell
14,220
-125
-0.9% -$10.6K 0.35% 86
2017
Q2
$1.21M Sell
14,345
-1,525
-10% -$129K 0.4% 75
2017
Q1
$1.33M Sell
15,870
-1,735
-10% -$145K 0.46% 66
2016
Q4
$1.46M Sell
17,605
-1,230
-7% -$102K 0.55% 55
2016
Q3
$1.65M Sell
18,835
-550
-3% -$48.2K 0.64% 43
2016
Q2
$1.71M Buy
19,385
+50
+0.3% +$4.4K 0.67% 40
2016
Q1
$1.67M Buy
+19,335
New +$1.67M 0.68% 38