Benjamin Edwards Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Buy |
+9,388
| New | +$726K | 0.01% | 730 |
|
|
2025
Q1 | – | Sell |
-3,015
| Closed | -$225K | – | 1084 |
|
|
2024
Q4 | $225K | Sell |
3,015
-132
| -4% | -$9.86K | ﹤0.01% | 1049 |
|
|
2024
Q3 | $247K | Buy |
3,147
+1,157
| +58% | +$90.7K | ﹤0.01% | 1008 |
|
|
2024
Q2 | $149K | Buy |
1,990
+102
| +5% | +$7.64K | 0.03% | 378 |
|
|
2024
Q1 | $142K | Sell |
1,888
-519
| -22% | -$39K | 0.03% | 379 |
|
|
2023
Q4 | $184K | Hold |
2,407
| – | – | 0.04% | 334 |
|
|
2023
Q3 | $174K | Hold |
2,407
| – | – | 0.04% | 307 |
|
|
2023
Q2 | $181K | Buy |
2,407
+61
| +3% | +$4.59K | 0.04% | 288 |
|
|
2023
Q1 | $180K | Buy |
2,346
+220
| +10% | +$16.9K | 0.04% | 294 |
|
|
2022
Q4 | $158K | Buy |
2,126
+315
| +17% | +$23.4K | 0.04% | 294 |
|
|
2022
Q3 | $133K | Buy |
1,811
+149
| +9% | +$10.9K | 0.04% | 305 |
|
|
2022
Q2 | $129K | Buy |
1,662
+929
| +127% | +$72.1K | 0.04% | 305 |
|
|
2022
Q1 | $60K | Buy |
733
+528
| +258% | +$43.2K | 0.02% | 433 |
|
|
2021
Q4 | $18K | Buy |
+205
| New | +$18K | 0.01% | 531 |
|