Brewster Financial Planning’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 | $20.4M | Buy |
263,510
+11,175
| +4% | +$864K | 13.75% | 3 |
|
|
2025
Q1 | $19.3M | Buy |
252,335
+20,518
| +9% | +$1.57M | 14.28% | 3 |
|
|
2024
Q4 | $17.3M | Buy |
231,817
+12,638
| +6% | +$944K | 13.12% | 3 |
|
|
2024
Q3 | $17.2M | Buy |
219,179
+9,327
| +4% | +$731K | 13.32% | 3 |
|
|
2024
Q2 | $15.7M | Buy |
209,852
+11,672
| +6% | +$874K | 13.22% | 3 |
|
|
2024
Q1 | $14.9M | Buy |
198,180
+9,609
| +5% | +$725K | 12.85% | 3 |
|
|
2023
Q4 | $14.4M | Buy |
188,571
+2,885
| +2% | +$220K | 13.03% | 3 |
|
|
2023
Q3 | $13.4M | Buy |
185,686
+13,077
| +8% | +$946K | 13.44% | 3 |
|
|
2023
Q2 | $13M | Sell |
172,609
-2,112
| -1% | -$159K | 12.54% | 3 |
|
|
2023
Q1 | $13.4M | Buy |
174,721
+4,031
| +2% | +$309K | 13.45% | 3 |
|
|
2022
Q4 | $12.7M | Buy |
170,690
+4,798
| +3% | +$357K | 13.44% | 3 |
|
|
2022
Q3 | $12.2M | Buy |
165,892
+4,390
| +3% | +$323K | 14.24% | 3 |
|
|
2022
Q2 | $12.5M | Buy |
161,502
+1,728
| +1% | +$134K | 13.93% | 3 |
|
|
2022
Q1 | $13.1M | Buy |
159,774
+4,308
| +3% | +$353K | 12.58% | 4 |
|
|
2021
Q4 | $13.6M | Buy |
+155,466
| New | +$13.6M | 12.39% | 4 |
|