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 |
|