Center for 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 | – | Sell |
-308
| Closed | -$23.6K | – | 656 |
|
|
2025
Q1 | $23.6K | Buy |
+308
| New | +$23.6K | ﹤0.01% | 374 |
|
|
2024
Q4 | – | Sell |
-3,650
| Closed | -$286K | – | 679 |
|
|
2024
Q3 | $286K | Hold |
3,650
| – | – | 0.04% | 126 |
|
|
2024
Q2 | $273K | Hold |
3,650
| – | – | 0.04% | 126 |
|
|
2024
Q1 | $275K | Hold |
3,650
| – | – | 0.04% | 127 |
|
|
2023
Q4 | $279K | Hold |
3,650
| – | – | 0.05% | 119 |
|
|
2023
Q3 | $264K | Hold |
3,650
| – | – | 0.06% | 114 |
|
|
2023
Q2 | $275K | Hold |
3,650
| – | – | 0.06% | 118 |
|
|
2023
Q1 | $280K | Hold |
3,650
| – | – | 0.06% | 111 |
|
|
2022
Q4 | $271K | Hold |
3,650
| – | – | 0.07% | 113 |
|
|
2022
Q3 | $268K | Hold |
3,650
| – | – | 0.07% | 100 |
|
|
2022
Q2 | $283K | Sell |
3,650
-1,953
| -35% | -$151K | 0.07% | 105 |
|
|
2022
Q1 | $459K | Buy |
+5,603
| New | +$459K | 0.09% | 82 |
|