EA
Efficient Advisors’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 | $98.8M | Sell |
1,277,480
-5,822
| -0.5% | -$450K | 5.88% | 7 |
|
|
2025
Q1 | $98.3M | Buy |
1,283,302
+2,556
| +0.2% | +$196K | 6.4% | 4 |
|
|
2024
Q4 | $95.7M | Buy |
1,280,746
+67,909
| +6% | +$5.07M | 6.16% | 4 |
|
|
2024
Q3 | $95.1M | Sell |
1,212,837
-26,477
| -2% | -$2.08M | 5.96% | 7 |
|
|
2024
Q2 | $92.8M | Buy |
1,239,314
+51,422
| +4% | +$3.85M | 6.02% | 6 |
|
|
2024
Q1 | $89.6M | Buy |
1,187,892
+24,329
| +2% | +$1.83M | 5.75% | 7 |
|
|
2023
Q4 | $88.9M | Sell |
1,163,563
-240,984
| -17% | -$18.4M | 6% | 5 |
|
|
2023
Q3 | $102M | Buy |
1,404,547
+58,797
| +4% | +$4.25M | 6.87% | 2 |
|
|
2023
Q2 | $101M | Buy |
1,345,750
+34,810
| +3% | +$2.62M | 6.61% | 3 |
|
|
2023
Q1 | $101M | Buy |
1,310,940
+1,277,248
| +3,791% | +$98M | 7.01% | 1 |
|
|
2022
Q4 | $2.5M | Sell |
33,692
-1,261,406
| -97% | -$93.7M | 0.25% | 40 |
|
|
2022
Q3 | $95.2M | Buy |
1,295,098
+49,839
| +4% | +$3.66M | 8.29% | 1 |
|
|
2022
Q2 | $96.7M | Buy |
1,245,259
+91,990
| +8% | +$7.14M | 8.07% | 1 |
|
|
2022
Q1 | $94.5M | Buy |
1,153,269
+44,459
| +4% | +$3.64M | 7.21% | 2 |
|
|
2021
Q4 | $97.2M | Buy |
1,108,810
+416,210
| +60% | +$36.5M | 6.89% | 2 |
|
|
2021
Q3 | $61.9M | Buy |
692,600
+278,293
| +67% | +$24.9M | 5.92% | 5 |
|
|
2021
Q2 | $37.3M | Buy |
414,307
+68,459
| +20% | +$6.16M | 4.62% | 6 |
|
|
2021
Q1 | $30.7M | Buy |
345,848
+117,468
| +51% | +$10.4M | 4.21% | 7 |
|
|
2020
Q4 | $21.2M | Buy |
228,380
+181,042
| +382% | +$16.8M | 3.24% | 9 |
|
|
2020
Q3 | $4.43M | Buy |
47,338
+727
| +2% | +$68K | 0.81% | 19 |
|
|
2020
Q2 | $4.34M | Sell |
46,611
-1,308
| -3% | -$122K | 0.8% | 19 |
|
|
2020
Q1 | $4.28M | Sell |
47,919
-6,771
| -12% | -$605K | 0.9% | 19 |
|
|
2019
Q4 | $4.77M | Sell |
54,690
-1,999
| -4% | -$174K | 0.83% | 20 |
|
|
2019
Q3 | $4.99M | Sell |
56,689
-6,506
| -10% | -$573K | 0.91% | 19 |
|
|
2019
Q2 | $5.47M | Sell |
63,195
-3,347
| -5% | -$289K | 0.95% | 19 |
|
|
2019
Q1 | $5.59M | Sell |
66,542
-7,595
| -10% | -$637K | 0.98% | 19 |
|
|
2018
Q4 | $6.03M | Sell |
74,137
-9,784
| -12% | -$795K | 1.12% | 18 |
|
|
2018
Q3 | $6.75M | Sell |
83,921
-1,000
| -1% | -$80.5K | 1.16% | 17 |
|
|
2018
Q2 | $6.88M | Sell |
84,921
-2,948
| -3% | -$239K | 1.17% | 17 |
|
|
2018
Q1 | $7.19M | Buy |
87,869
+275
| +0.3% | +$22.5K | 1.21% | 17 |
|
|
2017
Q4 | $7.34M | Buy |
87,594
+5,110
| +6% | +$428K | 1.22% | 17 |
|
|
2017
Q3 | $6.98M | Sell |
82,484
-25,569
| -24% | -$2.16M | 1.2% | 17 |
|
|
2017
Q2 | $9.13M | Sell |
108,053
-12,797
| -11% | -$1.08M | 1.34% | 20 |
|
|
2017
Q1 | $10.1M | Buy |
120,850
+5,749
| +5% | +$481K | 1.41% | 18 |
|
|
2016
Q4 | $9.56M | Buy |
115,101
+20,409
| +22% | +$1.7M | 1.37% | 18 |
|
|
2016
Q3 | $8.3M | Buy |
94,692
+63,018
| +199% | +$5.52M | 1.22% | 18 |
|
|
2016
Q2 | $2.79M | Buy |
31,674
+28,547
| +913% | +$2.51M | 0.44% | 33 |
|
|
2016
Q1 | $270K | Buy |
+3,127
| New | +$270K | 0.05% | 57 |
|