Avantax Planning Partners’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 | $8.95M | Sell |
115,761
-3,281
| -3% | -$254K | 0.28% | 63 |
|
|
2025
Q1 | $9.12M | Buy |
119,042
+6,735
| +6% | +$516K | 0.32% | 50 |
|
|
2024
Q4 | $8.39M | Sell |
112,307
-3,212
| -3% | -$240K | 0.3% | 56 |
|
|
2024
Q3 | $9.05M | Sell |
115,519
-20,805
| -15% | -$1.63M | 0.32% | 51 |
|
|
2024
Q2 | $10.2M | Sell |
136,324
-24,112
| -15% | -$1.81M | 0.33% | 53 |
|
|
2024
Q1 | $12.1M | Sell |
160,436
-4,594
| -3% | -$346K | 0.39% | 43 |
|
|
2023
Q4 | $12.6M | Buy |
165,030
+162,050
| +5,438% | +$12.4M | 0.48% | 31 |
|
|
2023
Q3 | $215K | Buy |
+2,980
| New | +$215K | 0.01% | 335 |
|
|
2021
Q1 | – | Sell |
-2,230
| Closed | -$207K | – | 316 |
|
|
2020
Q4 | $207K | Buy |
2,230
+6
| +0.3% | +$557 | 0.01% | 270 |
|
|
2020
Q3 | $208K | Buy |
2,224
+2
| +0.1% | +$187 | 0.01% | 280 |
|
|
2020
Q2 | $207K | Buy |
+2,222
| New | +$207K | 0.01% | 263 |
|
|
2018
Q4 | – | Sell |
-1,556
| Closed | -$125K | – | 382 |
|
|
2018
Q3 | $125K | Buy |
+1,556
| New | +$125K | 0.01% | 300 |
|
|
2018
Q2 | – | Sell |
-3,427
| Closed | -$280K | – | 377 |
|
|
2018
Q1 | $280K | Buy |
+3,427
| New | +$280K | 0.02% | 239 |
|
|
2017
Q4 | – | Sell |
-8,000
| Closed | -$677K | – | 309 |
|
|
2017
Q3 | $677K | Buy |
8,000
+1,722
| +27% | +$146K | 0.05% | 163 |
|
|
2017
Q2 | $531K | Buy |
6,278
+934
| +17% | +$79K | 0.04% | 183 |
|
|
2017
Q1 | $447K | Buy |
5,344
+832
| +18% | +$69.6K | 0.04% | 195 |
|
|
2016
Q4 | $375K | Buy |
+4,512
| New | +$375K | 0.04% | 200 |
|