BSW
Buckingham Strategic Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.57M | Sell |
60,968
-7,050
| -10% | -$528K | 0.05% | 151 |
|
|
2024
Q1 | $5.13M | Sell |
68,018
-3,523
| -5% | -$266K | 0.05% | 145 |
|
|
2023
Q4 | $5.46M | Sell |
71,541
-23,155
| -24% | -$1.77M | 0.07% | 133 |
|
|
2023
Q3 | $6.85M | Sell |
94,696
-18,538
| -16% | -$1.34M | 0.1% | 107 |
|
|
2023
Q2 | $8.52M | Buy |
113,234
+717
| +0.6% | +$53.9K | 0.12% | 97 |
|
|
2023
Q1 | $8.36M | Hold |
112,517
| – | – | 0.15% | 82 |
|
|
2022
Q4 | $8.36M | Buy |
112,517
+1,385
| +1% | +$103K | 0.15% | 82 |
|
|
2022
Q3 | $8.17M | Buy |
111,132
+1,522
| +1% | +$112K | 0.17% | 72 |
|
|
2022
Q2 | $8.51M | Sell |
109,610
-7,382
| -6% | -$573K | 0.17% | 71 |
|
|
2022
Q1 | $9.58M | Sell |
116,992
-185,423
| -61% | -$15.2M | 0.19% | 63 |
|
|
2021
Q4 | $26.5M | Sell |
302,415
-298,843
| -50% | -$26.2M | 0.51% | 29 |
|
|
2021
Q3 | $53.8M | Sell |
601,258
-83,661
| -12% | -$7.48M | 1.1% | 12 |
|
|
2021
Q2 | $61.6M | Sell |
684,919
-270,445
| -28% | -$24.3M | 1.49% | 10 |
|
|
2021
Q1 | $84.8M | Buy |
955,364
+138,549
| +17% | +$12.3M | 4.18% | 3 |
|
|
2020
Q4 | $75.8M | Buy |
816,815
+306,975
| +60% | +$28.5M | 3.98% | 4 |
|
|
2020
Q3 | $47.7M | Sell |
509,840
-181
| -0% | -$16.9K | 3.65% | 5 |
|
|
2020
Q2 | $47.5M | Sell |
510,021
-33,102
| -6% | -$3.08M | 4.52% | 2 |
|
|
2020
Q1 | $48.5M | Buy |
543,123
+354,559
| +188% | +$31.7M | 4.68% | 2 |
|
|
2019
Q4 | $16.4M | Buy |
188,564
+126,239
| +203% | +$11M | 1.58% | 15 |
|
|
2019
Q3 | $5.49M | Buy |
62,325
+44,866
| +257% | +$3.95M | 0.59% | 38 |
|
|
2019
Q2 | $1.51M | Buy |
17,459
+7,229
| +71% | +$625K | 0.16% | 105 |
|
|
2019
Q1 | $859K | Sell |
10,230
-84
| -0.8% | -$7.05K | 0.11% | 152 |
|
|
2018
Q4 | $838K | Sell |
10,314
-37
| -0.4% | -$3.01K | 0.13% | 135 |
|
|
2018
Q3 | $833K | Sell |
10,351
-1,885
| -15% | -$152K | 0.13% | 131 |
|
|
2018
Q2 | $991K | Sell |
12,236
-500
| -4% | -$40.5K | 0.16% | 119 |
|
|
2018
Q1 | $1.04M | Buy |
12,736
+5,694
| +81% | +$465K | 0.2% | 110 |
|
|
2017
Q4 | $590K | Sell |
7,042
-2,423
| -26% | -$203K | 0.12% | 148 |
|
|
2017
Q3 | $801K | Buy |
9,465
+2,373
| +33% | +$201K | 0.19% | 115 |
|
|
2017
Q2 | $599K | Buy |
7,092
+653
| +10% | +$55.2K | 0.14% | 136 |
|
|
2017
Q1 | $538K | Sell |
6,439
-2
| -0% | -$167 | 0.16% | 131 |
|
|
2016
Q4 | $535K | Sell |
6,441
-1,004
| -13% | -$83.4K | 0.17% | 114 |
|
|
2016
Q3 | $653K | Buy |
7,445
+130
| +2% | +$11.4K | 0.22% | 97 |
|
|
2016
Q2 | $644K | Buy |
7,315
+2,969
| +68% | +$261K | 0.22% | 95 |
|
|
2016
Q1 | $375K | Sell |
4,346
-7,327
| -63% | -$632K | 0.12% | 124 |
|
|
2015
Q4 | $970K | Sell |
11,673
-27
| -0.2% | -$2.24K | 0.33% | 56 |
|
|
2015
Q3 | $993K | Buy |
11,700
+3,201
| +38% | +$272K | 0.35% | 57 |
|
|
2015
Q2 | $713K | Buy |
8,499
+4,794
| +129% | +$402K | 0.23% | 83 |
|
|
2015
Q1 | $319K | Buy |
3,705
+252
| +7% | +$21.7K | 0.12% | 136 |
|
|
2014
Q4 | $292K | Buy |
3,453
+412
| +14% | +$34.8K | 0.11% | 135 |
|
|
2014
Q3 | $256K | Sell |
3,041
-17
| -0.6% | -$1.43K | 0.11% | 135 |
|
|
2014
Q2 | $259K | Buy |
+3,058
| New | +$259K | 0.11% | 132 |
|