Carl P. Sherr & Co’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.65M Buy
2025
Q1
$7.53M Buy
2024
Q4
$4.14M Buy
2022
Q2
Sell
2022
Q1
$214K Sell
2021
Q4
$239K Hold
2021
Q3
$244K Sell
2021
Q2
$255K Sell
2021
Q1
$358K Hold
2020
Q4
$374K Hold
2020
Q3
$377K Hold
2020
Q2
$376K Hold
2020
Q1
$360K Hold
2019
Q4
$351K Buy