BC
Burney Company’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 | $11.8M | Buy |
152,066
+585
| +0.4% | +$45.2K | 0.4% | 61 |
|
|
2025
Q1 | $11.6M | Sell |
151,481
-16,231
| -10% | -$1.24M | 0.42% | 64 |
|
|
2024
Q4 | $12.5M | Sell |
167,712
-21,753
| -11% | -$1.63M | 0.44% | 57 |
|
|
2024
Q3 | $14.8M | Sell |
189,465
-175,695
| -48% | -$13.8M | 0.53% | 45 |
|
|
2024
Q2 | $27.3M | Sell |
365,160
-163,656
| -31% | -$12.3M | 1.04% | 17 |
|
|
2024
Q1 | $39.9M | Buy |
528,816
+311,404
| +143% | +$23.5M | 1.52% | 5 |
|
|
2023
Q4 | $16.6M | Buy |
+217,412
| New | +$16.6M | 0.7% | 28 |
|
|
2023
Q3 | – | Sell |
-3,074
| Closed | -$231K | – | 567 |
|
|
2023
Q2 | $231K | Hold |
3,074
| – | – | 0.01% | 530 |
|
|
2023
Q1 | $236K | Sell |
3,074
-359,721
| -99% | -$27.6M | 0.01% | 517 |
|
|
2022
Q4 | $27M | Sell |
362,795
-2,806
| -0.8% | -$209K | 1.37% | 7 |
|
|
2022
Q3 | $26.9M | Buy |
365,601
+99,780
| +38% | +$7.33M | 1.48% | 7 |
|
|
2022
Q2 | $20.6M | Buy |
+265,821
| New | +$20.6M | 1.09% | 11 |
|
|
2021
Q4 | – | Sell |
-2,330
| Closed | -$208K | – | 581 |
|
|
2021
Q3 | $208K | Hold |
2,330
| – | – | 0.01% | 550 |
|
|
2021
Q2 | $210K | Hold |
2,330
| – | – | 0.01% | 566 |
|
|
2021
Q1 | $207K | Buy |
2,330
+1
| +0% | +$89 | 0.01% | 542 |
|
|
2020
Q4 | $216K | Buy |
+2,329
| New | +$216K | 0.01% | 495 |
|
|
2018
Q1 | – | Sell |
-2,821
| Closed | -$237K | – | 415 |
|
|
2017
Q4 | $237K | Hold |
2,821
| – | – | 0.01% | 389 |
|
|
2017
Q3 | $239K | Buy |
+2,821
| New | +$239K | 0.02% | 360 |
|
|
2017
Q1 | – | Sell |
-2,866
| Closed | -$238K | – | 393 |
|
|
2016
Q4 | $238K | Buy |
2,866
+47
| +2% | +$3.9K | 0.02% | 345 |
|
|
2016
Q3 | $248K | Buy |
+2,819
| New | +$248K | 0.02% | 342 |
|