CFD
Creative Financial Designs’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 | $495K | Sell |
6,405
-2,012
| -24% | -$156K | 0.04% | 322 |
|
|
2025
Q1 | $644K | Sell |
8,417
-249
| -3% | -$19.1K | 0.05% | 253 |
|
|
2024
Q4 | $648K | Sell |
8,666
-183
| -2% | -$13.7K | 0.05% | 253 |
|
|
2024
Q3 | $693K | Sell |
8,849
-149,915
| -94% | -$11.7M | 0.06% | 241 |
|
|
2024
Q2 | $11.9M | Buy |
158,764
+6,186
| +4% | +$463K | 1.06% | 20 |
|
|
2024
Q1 | $11.5M | Buy |
152,578
+1,897
| +1% | +$143K | 1.09% | 20 |
|
|
2023
Q4 | $11.5M | Buy |
150,681
+2,828
| +2% | +$216K | 1.17% | 18 |
|
|
2023
Q3 | $10.7M | Buy |
147,853
+7,091
| +5% | +$513K | 1.25% | 18 |
|
|
2023
Q2 | $10.6M | Buy |
140,762
+96,590
| +219% | +$7.27M | 1.25% | 19 |
|
|
2023
Q1 | $3.39M | Buy |
44,172
+2,527
| +6% | +$194K | 0.44% | 56 |
|
|
2022
Q4 | $3.1M | Buy |
41,645
+37,533
| +913% | +$2.79M | 0.46% | 49 |
|
|
2022
Q3 | $302K | Hold |
4,112
| – | – | 0.05% | 240 |
|
|
2022
Q2 | $319K | Sell |
4,112
-79,469
| -95% | -$6.17M | 0.05% | 235 |
|
|
2022
Q1 | $6.85M | Buy |
83,581
+4,406
| +6% | +$361K | 1.04% | 24 |
|
|
2021
Q4 | $6.94M | Buy |
79,175
+7,771
| +11% | +$681K | 1.05% | 24 |
|
|
2021
Q3 | $6.39M | Sell |
71,404
-74,963
| -51% | -$6.7M | 1.06% | 24 |
|
|
2021
Q2 | $13.2M | Sell |
146,367
-83,073
| -36% | -$7.47M | 2.28% | 4 |
|
|
2021
Q1 | $20.4M | Buy |
229,440
+36,949
| +19% | +$3.28M | 3.98% | 2 |
|
|
2020
Q4 | $17.9M | Buy |
192,491
+11,859
| +7% | +$1.1M | 3.82% | 2 |
|
|
2020
Q3 | $16.9M | Buy |
180,632
+40,352
| +29% | +$3.77M | 4.17% | 1 |
|
|
2020
Q2 | $13.1M | Buy |
140,280
+14,673
| +12% | +$1.37M | 3.96% | 3 |
|
|
2020
Q1 | $11.2M | Buy |
125,607
+64,593
| +106% | +$5.77M | 5.77% | 2 |
|
|
2019
Q4 | $5.33M | Buy |
61,014
+59,783
| +4,856% | +$5.23M | 2.38% | 10 |
|
|
2019
Q3 | $109K | Buy |
1,231
+3
| +0.2% | +$266 | 0.06% | 172 |
|
|
2019
Q2 | $106K | Buy |
1,228
+5
| +0.4% | +$432 | 0.06% | 173 |
|
|
2019
Q1 | $103K | Sell |
1,223
-14
| -1% | -$1.18K | 0.06% | 163 |
|
|
2018
Q4 | $101K | Sell |
1,237
-1,260
| -50% | -$103K | 0.07% | 144 |
|
|
2018
Q3 | $201K | Sell |
2,497
-12
| -0.5% | -$966 | 0.12% | 121 |
|
|
2018
Q2 | $203K | Buy |
2,509
+642
| +34% | +$51.9K | 0.12% | 122 |
|
|
2018
Q1 | $153K | Hold |
1,867
| – | – | 0.1% | 132 |
|
|
2017
Q4 | $157K | Sell |
1,867
-972
| -34% | -$81.7K | 0.11% | 134 |
|
|
2017
Q3 | $240K | Hold |
2,839
| – | – | 0.14% | 124 |
|
|
2017
Q2 | $240K | Buy |
2,839
+966
| +52% | +$81.7K | 0.15% | 120 |
|
|
2017
Q1 | $157K | Buy |
1,873
+137
| +8% | +$11.5K | 0.11% | 146 |
|
|
2016
Q4 | $144K | Buy |
+1,736
| New | +$144K | 0.12% | 137 |
|