Boston Family Office’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 | $2.22M | Sell |
28,663
-12,659
| -31% | -$979K | 0.15% | 111 |
|
2025
Q1 | $3.16M | Sell |
41,322
-4,546
| -10% | -$348K | 0.22% | 90 |
|
2024
Q4 | $3.43M | Sell |
45,868
-3,896
| -8% | -$291K | 0.24% | 86 |
|
2024
Q3 | $3.9M | Sell |
49,764
-1,312
| -3% | -$103K | 0.26% | 79 |
|
2024
Q2 | $3.83M | Buy |
51,076
+9,031
| +21% | +$676K | 0.28% | 77 |
|
2024
Q1 | $3.17M | Buy |
42,045
+10,132
| +32% | +$764K | 0.23% | 88 |
|
2023
Q4 | $2.44M | Buy |
31,913
+21,811
| +216% | +$1.67M | 0.18% | 96 |
|
2023
Q3 | $730K | Buy |
10,102
+1,148
| +13% | +$83K | 0.06% | 162 |
|
2023
Q2 | $674K | Sell |
8,954
-636
| -7% | -$47.9K | 0.05% | 171 |
|
2023
Q1 | $736K | Sell |
9,590
-1,388
| -13% | -$107K | 0.06% | 167 |
|
2022
Q4 | $816K | Sell |
10,978
-5,414
| -33% | -$402K | 0.07% | 163 |
|
2022
Q3 | $1.2M | Sell |
16,392
-301
| -2% | -$22.1K | 0.11% | 134 |
|
2022
Q2 | $1.3M | Buy |
16,693
+7,396
| +80% | +$574K | 0.11% | 126 |
|
2022
Q1 | $761K | Buy |
9,297
+1,427
| +18% | +$117K | 0.05% | 172 |
|
2021
Q4 | $690K | Buy |
7,870
+481
| +7% | +$42.2K | 0.04% | 186 |
|
2021
Q3 | $661K | Buy |
7,389
+256
| +4% | +$22.9K | 0.05% | 185 |
|
2021
Q2 | $642K | Buy |
7,133
+316
| +5% | +$28.4K | 0.05% | 189 |
|
2021
Q1 | $599K | Buy |
6,817
+1,206
| +21% | +$106K | 0.05% | 192 |
|
2020
Q4 | $521K | Buy |
+5,611
| New | +$521K | 0.04% | 195 |
|