Estate Counselors’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 | $1.06M | Buy |
13,710
+6,780
| +98% | +$524K | 0.1% | 60 |
|
|
2025
Q1 | $531K | Sell |
6,930
-95
| -1% | -$7.27K | 0.06% | 75 |
|
|
2024
Q4 | $525K | Hold |
7,025
| – | – | 0.06% | 84 |
|
|
2024
Q3 | $551K | Hold |
7,025
| – | – | 0.06% | 89 |
|
|
2024
Q2 | $526K | Buy |
7,025
+145
| +2% | +$10.9K | 0.06% | 99 |
|
|
2024
Q1 | $519K | Sell |
6,880
-176,680
| -96% | -$13.3M | 0.06% | 96 |
|
|
2023
Q4 | $14M | Buy |
+183,560
| New | +$14M | 1.73% | 15 |
|
|
2023
Q1 | – | Sell |
-276,675
| Closed | -$20.6M | – | 133 |
|
|
2022
Q4 | $20.6M | Buy |
+276,675
| New | +$20.6M | 2.88% | 9 |
|
|
2022
Q2 | – | Sell |
-3,000
| Closed | -$245K | – | 170 |
|
|
2022
Q1 | $245K | Buy |
+3,000
| New | +$245K | 0.03% | 117 |
|