Essex Savings Bank’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 | $243K | Hold |
3,141
| – | – | 0.06% | 261 |
|
|
2025
Q1 | $240K | Hold |
3,141
| – | – | 0.06% | 255 |
|
|
2024
Q4 | $235K | Buy |
3,141
+20
| +0.6% | +$1.49K | 0.06% | 252 |
|
|
2024
Q3 | $245K | Buy |
3,121
+360
| +13% | +$28.2K | 0.06% | 251 |
|
|
2024
Q2 | $207K | Sell |
2,761
-3
| -0.1% | -$225 | 0.06% | 254 |
|
|
2024
Q1 | $211K | Hold |
2,764
| – | – | 0.06% | 247 |
|
|
2023
Q4 | $211K | Buy |
+2,764
| New | +$211K | 0.06% | 247 |
|
|
2023
Q3 | – | Sell |
-2,796
| Closed | -$210K | – | 233 |
|
|
2023
Q2 | $210K | Buy |
+2,796
| New | +$210K | 0.07% | 216 |
|
|
2020
Q4 | – | Sell |
-2,382
| Closed | -$223K | – | 195 |
|
|
2020
Q3 | $223K | Buy |
2,382
+193
| +9% | +$18.1K | 0.11% | 172 |
|
|
2020
Q2 | $204K | Buy |
+2,189
| New | +$204K | 0.12% | 161 |
|
|
2019
Q3 | – | Sell |
-2,124
| Closed | -$184K | – | 226 |
|
|
2019
Q2 | $184K | Hold |
2,124
| – | – | 0.06% | 241 |
|
|
2019
Q1 | $178K | Buy |
2,124
+18
| +0.9% | +$1.51K | 0.1% | 153 |
|
|
2018
Q4 | $171K | Buy |
+2,106
| New | +$171K | 0.11% | 149 |
|