Cornerstone Planning Group’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 | $39.6M | Buy |
511,320
+34,964
| +7% | +$2.71M | 8.08% | 3 |
|
|
2025
Q1 | $36.1M | Buy |
476,356
+18,263
| +4% | +$1.38M | 8.64% | 3 |
|
|
2024
Q4 | $34.5M | Buy |
458,093
+262,804
| +135% | +$19.8M | 8.46% | 3 |
|
|
2024
Q3 | $14.9M | Buy |
195,289
+12,890
| +7% | +$982K | 3.93% | 6 |
|
|
2024
Q2 | $14.1M | Buy |
182,399
+11,059
| +6% | +$857K | 4.05% | 6 |
|
|
2024
Q1 | $12.7M | Buy |
171,340
+10,606
| +7% | +$786K | 3.95% | 6 |
|
|
2023
Q4 | $12.3M | Buy |
160,734
+13,425
| +9% | +$1.03M | 4.05% | 6 |
|
|
2023
Q3 | $10.7M | Buy |
147,309
+16,094
| +12% | +$1.16M | 4.06% | 6 |
|
|
2023
Q2 | $9.87M | Buy |
+131,215
| New | +$9.87M | 3.9% | 6 |
|
|
2022
Q4 | $7.72M | Buy |
+100,025
| New | +$7.72M | 3.23% | 6 |
|