CFG
Cooper Financial Group’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 | $36.9M | Buy |
476,676
+38,128
| +9% | +$2.95M | 4.34% | 3 |
|
|
2025
Q1 | $33.6M | Buy |
438,548
+38,199
| +10% | +$2.92M | 4.42% | 3 |
|
|
2024
Q4 | $29.9M | Buy |
400,349
+37,051
| +10% | +$2.77M | 3.6% | 5 |
|
|
2024
Q3 | $28.5M | Buy |
363,298
+22,272
| +7% | +$1.75M | 3.7% | 5 |
|
|
2024
Q2 | $25.5M | Buy |
341,026
+37,411
| +12% | +$2.8M | 3.75% | 5 |
|
|
2024
Q1 | $22.9M | Buy |
303,615
+45,733
| +18% | +$3.45M | 3.76% | 5 |
|
|
2023
Q4 | $19.7M | Buy |
257,882
+245,066
| +1,912% | +$18.7M | 3.58% | 5 |
|
|
2023
Q3 | $927K | Sell |
12,816
-1,172
| -8% | -$84.7K | 0.22% | 111 |
|
|
2023
Q2 | $1.05M | Buy |
13,988
+24
| +0.2% | +$1.81K | 0.26% | 90 |
|
|
2023
Q1 | $1.07M | Sell |
13,964
-566
| -4% | -$43.4K | 0.29% | 86 |
|
|
2022
Q4 | $1.08M | Sell |
14,530
-1,878
| -11% | -$140K | 0.33% | 74 |
|
|
2022
Q3 | $1.21M | Buy |
16,408
+2,954
| +22% | +$217K | 0.43% | 60 |
|
|
2022
Q2 | $1.05M | Buy |
+13,454
| New | +$1.05M | 0.38% | 67 |
|