Diversified Portfolios Inc’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 | $4.68M | Sell |
60,530
-10,834
| -15% | -$838K | 0.45% | 42 |
|
|
2025
Q1 | $5.46M | Sell |
71,364
-25,734
| -27% | -$1.97M | 0.57% | 36 |
|
|
2024
Q4 | $7.26M | Sell |
97,098
-39,329
| -29% | -$2.94M | 0.79% | 31 |
|
|
2024
Q3 | $10.7M | Sell |
136,427
-105,683
| -44% | -$8.28M | 1.2% | 24 |
|
|
2024
Q2 | $18.1M | Sell |
242,110
-15,123
| -6% | -$1.13M | 2.39% | 9 |
|
|
2024
Q1 | $19.4M | Buy |
257,233
+7,993
| +3% | +$603K | 2.73% | 9 |
|
|
2023
Q4 | $19M | Sell |
249,240
-2,207
| -0.9% | -$169K | 3% | 6 |
|
|
2023
Q3 | $18.2M | Sell |
251,447
-12,476
| -5% | -$902K | 3.43% | 5 |
|
|
2023
Q2 | $19.9M | Buy |
263,923
+7,201
| +3% | +$542K | 3.98% | 3 |
|
|
2023
Q1 | $19.7M | Sell |
256,722
-58,540
| -19% | -$4.49M | 4.38% | 3 |
|
|
2022
Q4 | $23.4M | Sell |
315,262
-19,015
| -6% | -$1.41M | 5.37% | 3 |
|
|
2022
Q3 | $24.6M | Buy |
334,277
+6,089
| +2% | +$447K | 6.61% | 3 |
|
|
2022
Q2 | $25.5M | Buy |
328,188
+83,039
| +34% | +$6.45M | 7.1% | 3 |
|
|
2022
Q1 | $20.1M | Buy |
245,149
+3,101
| +1% | +$254K | 4.81% | 3 |
|
|
2021
Q4 | $21.2M | Sell |
242,048
-6,906
| -3% | -$605K | 5.1% | 3 |
|
|
2021
Q3 | $22.3M | Buy |
+248,954
| New | +$22.3M | 6.16% | 3 |
|
|
2021
Q2 | – | Sell |
-239,296
| Closed | -$21.2M | – | 108 |
|
|
2021
Q1 | $21.2M | Buy |
239,296
+21,664
| +10% | +$1.92M | 6.98% | 3 |
|
|
2020
Q4 | $20.2M | Buy |
217,632
+9,100
| +4% | +$845K | 7.23% | 3 |
|
|
2020
Q3 | $19.5M | Buy |
208,532
+4,919
| +2% | +$460K | 8.43% | 3 |
|
|
2020
Q2 | $19M | Sell |
203,613
-3,918
| -2% | -$365K | 9.08% | 3 |
|
|
2020
Q1 | $18.5M | Buy |
207,531
+2,032
| +1% | +$182K | 10.28% | 3 |
|
|
2019
Q4 | $17.9M | Buy |
205,499
+427
| +0.2% | +$37.2K | 8.49% | 3 |
|
|
2019
Q3 | $18M | Sell |
205,072
-4,503
| -2% | -$396K | 9.13% | 3 |
|
|
2019
Q2 | $18.1M | Sell |
209,575
-1,178
| -0.6% | -$102K | 9.96% | 3 |
|
|
2019
Q1 | $17.7M | Buy |
210,753
+2,606
| +1% | +$219K | 9.83% | 3 |
|
|
2018
Q4 | $16.9M | Sell |
208,147
-19,386
| -9% | -$1.58M | 10.49% | 3 |
|
|
2018
Q3 | $18.3M | Sell |
227,533
-3,106
| -1% | -$250K | 10.12% | 3 |
|
|
2018
Q2 | $18.7M | Buy |
230,639
+165
| +0.1% | +$13.4K | 10.65% | 3 |
|
|
2018
Q1 | $18.8M | Sell |
230,474
-19,368
| -8% | -$1.58M | 10.83% | 3 |
|
|
2017
Q4 | $20.9M | Buy |
249,842
+19,120
| +8% | +$1.6M | 11.44% | 3 |
|
|
2017
Q3 | $19.5M | Buy |
230,722
+22,746
| +11% | +$1.93M | 11.08% | 3 |
|
|
2017
Q2 | $17.6M | Buy |
207,976
+9,169
| +5% | +$775K | 10.44% | 3 |
|
|
2017
Q1 | $16.6M | Buy |
198,807
+2,018
| +1% | +$169K | 10.05% | 3 |
|
|
2016
Q4 | $16.3M | Sell |
196,789
-13,416
| -6% | -$1.11M | 10.08% | 3 |
|
|
2016
Q3 | $18.4M | Buy |
210,205
+3,816
| +2% | +$335K | 11.52% | 2 |
|
|
2016
Q2 | $18.2M | Sell |
206,389
-904
| -0.4% | -$79.6K | 11.33% | 2 |
|
|
2016
Q1 | $17.9M | Sell |
207,293
-5,650
| -3% | -$487K | 11.25% | 2 |
|
|
2015
Q4 | $17.7M | Sell |
212,943
-22,803
| -10% | -$1.89M | 11.29% | 2 |
|
|
2015
Q3 | $20M | Sell |
235,746
-3,145
| -1% | -$267K | 13.26% | 2 |
|
|
2015
Q2 | $20.1M | Buy |
238,891
+19,769
| +9% | +$1.67M | 12.69% | 2 |
|
|
2015
Q1 | $18.9M | Sell |
219,122
-12,369
| -5% | -$1.07M | 11.95% | 2 |
|
|
2014
Q4 | $19.6M | Buy |
+231,491
| New | +$19.6M | 11.63% | 2 |
|