Brookmont Capital 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 | $531K | Buy |
6,862
+7
| +0.1% | +$541 | 0.3% | 43 |
|
|
2025
Q1 | $525K | Sell |
6,855
-309
| -4% | -$23.7K | 0.3% | 43 |
|
|
2024
Q4 | $535K | Buy |
7,164
+2,164
| +43% | +$162K | 0.29% | 44 |
|
|
2024
Q3 | $392K | Buy |
5,000
+79
| +2% | +$6.19K | 0.2% | 45 |
|
|
2024
Q2 | $369K | Buy |
+4,921
| New | +$369K | 0.2% | 45 |
|
|
2024
Q1 | – | Sell |
-2,635
| Closed | -$201K | – | 52 |
|
|
2023
Q4 | $201K | Sell |
2,635
-579
| -18% | -$44.2K | 0.11% | 49 |
|
|
2023
Q3 | $232K | Buy |
3,214
+29
| +0.9% | +$2.1K | 0.14% | 46 |
|
|
2023
Q2 | $240K | Sell |
3,185
-44
| -1% | -$3.31K | 0.14% | 46 |
|
|
2023
Q1 | $248K | Sell |
3,229
-10
| -0.3% | -$767 | 0.16% | 46 |
|
|
2022
Q4 | $241K | Sell |
3,239
-44
| -1% | -$3.27K | 0.15% | 45 |
|
|
2022
Q3 | $241K | Buy |
3,283
+2
| +0.1% | +$147 | 0.17% | 45 |
|
|
2022
Q2 | $255K | Hold |
3,281
| – | – | 0.18% | 45 |
|
|
2022
Q1 | $269K | Buy |
3,281
+1
| +0% | +$82 | 0.16% | 50 |
|
|
2021
Q4 | $287K | Buy |
3,280
+1,001
| +44% | +$87.6K | 0.15% | 49 |
|
|
2021
Q3 | $204K | Hold |
2,279
| – | – | 0.12% | 55 |
|
|
2021
Q2 | $205K | Buy |
+2,279
| New | +$205K | 0.12% | 54 |
|
|
2020
Q3 | – | Sell |
-2,142
| Closed | -$200K | – | 50 |
|
|
2020
Q2 | $200K | Buy |
+2,142
| New | +$200K | 0.16% | 49 |
|
|
2019
Q4 | – | Sell |
-2,595
| Closed | -$228K | – | 70 |
|
|
2019
Q3 | $228K | Buy |
2,595
+13
| +0.5% | +$1.14K | 0.13% | 69 |
|
|
2019
Q2 | $223K | Buy |
2,582
+13
| +0.5% | +$1.12K | 0.13% | 68 |
|
|
2019
Q1 | $216K | Sell |
2,569
-137
| -5% | -$11.5K | 0.13% | 68 |
|
|
2018
Q4 | $220K | Buy |
2,706
+114
| +4% | +$9.27K | 0.15% | 67 |
|
|
2018
Q3 | $209K | Hold |
2,592
| – | – | 0.12% | 69 |
|
|
2018
Q2 | $210K | Hold |
2,592
| – | – | 0.13% | 68 |
|
|
2018
Q1 | $212K | Hold |
2,592
| – | – | 0.14% | 66 |
|
|
2017
Q4 | $217K | Hold |
2,592
| – | – | 0.09% | 65 |
|
|
2017
Q3 | $219K | Sell |
2,592
-248
| -9% | -$21K | 0.12% | 60 |
|
|
2017
Q2 | $240K | Buy |
+2,840
| New | +$240K | 0.09% | 53 |
|
|
2016
Q3 | – | Sell |
-2,325
| Closed | -$205K | – | 51 |
|
|
2016
Q2 | $205K | Buy |
+2,325
| New | +$205K | 0.07% | 54 |
|