DBK Financial Counsel’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 | $593K | Buy |
7,667
+1
| +0% | +$77 | 0.54% | 37 |
|
|
2025
Q1 | $587K | Hold |
7,666
| – | – | 0.59% | 37 |
|
|
2024
Q4 | $573K | Sell |
7,666
-822
| -10% | -$61.4K | 0.58% | 36 |
|
|
2024
Q3 | $665K | Buy |
8,488
+142
| +2% | +$11.1K | 0.67% | 33 |
|
|
2024
Q2 | $625K | Sell |
8,346
-2,772
| -25% | -$208K | 0.68% | 33 |
|
|
2024
Q1 | $838K | Buy |
11,118
+7
| +0.1% | +$528 | 0.88% | 28 |
|
|
2023
Q4 | $849K | Sell |
11,111
-14,247
| -56% | -$1.09M | 0.97% | 24 |
|
|
2023
Q3 | $1.83M | Sell |
25,358
-3,471
| -12% | -$251K | 2.41% | 13 |
|
|
2023
Q2 | $2.17M | Sell |
28,829
-3,447
| -11% | -$259K | 2.92% | 13 |
|
|
2023
Q1 | $2.48M | Sell |
32,276
-4,710
| -13% | -$361K | 3.44% | 11 |
|
|
2022
Q4 | $2.75M | Buy |
36,986
+2,082
| +6% | +$155K | 4.38% | 8 |
|
|
2022
Q3 | $2.57M | Sell |
34,904
-4,419
| -11% | -$325K | 4.43% | 8 |
|
|
2022
Q2 | $3.05M | Sell |
39,323
-2,982
| -7% | -$232K | 4.95% | 7 |
|
|
2022
Q1 | $3.47M | Sell |
42,305
-5,652
| -12% | -$463K | 5.11% | 8 |
|
|
2021
Q4 | $4.2M | Buy |
+47,957
| New | +$4.2M | 5.99% | 8 |
|