Evanson Asset Management’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 | $549K | Sell |
7,104
-4,730
| -40% | -$366K | 0.03% | 189 |
|
|
2025
Q1 | $906K | Buy |
11,834
+30
| +0.3% | +$2.3K | 0.06% | 130 |
|
|
2024
Q4 | $882K | Buy |
11,804
+4,701
| +66% | +$351K | 0.06% | 131 |
|
|
2024
Q3 | $557K | Sell |
7,103
-37
| -0.5% | -$2.9K | 0.04% | 162 |
|
|
2024
Q2 | $535K | Buy |
7,140
+3
| +0% | +$225 | 0.04% | 161 |
|
|
2024
Q1 | $538K | Buy |
7,137
+1
| +0% | +$75 | 0.04% | 174 |
|
|
2023
Q4 | $545K | Buy |
7,136
+4
| +0.1% | +$306 | 0.04% | 163 |
|
|
2023
Q3 | $516K | Sell |
7,132
-1,094
| -13% | -$79.1K | 0.05% | 159 |
|
|
2023
Q2 | $619K | Buy |
8,226
+1,136
| +16% | +$85.5K | 0.06% | 140 |
|
|
2023
Q1 | $544K | Buy |
7,090
+2
| +0% | +$153 | 0.05% | 147 |
|
|
2022
Q4 | $527K | Buy |
7,088
+2
| +0% | +$149 | 0.06% | 150 |
|
|
2022
Q3 | $521K | Sell |
7,086
-46
| -0.6% | -$3.38K | 0.06% | 144 |
|
|
2022
Q2 | $554K | Buy |
7,132
+1
| +0% | +$78 | 0.06% | 142 |
|
|
2022
Q1 | $584K | Buy |
7,131
+1
| +0% | +$82 | 0.06% | 150 |
|
|
2021
Q4 | $625K | Sell |
7,130
-1,896
| -21% | -$166K | 0.06% | 154 |
|
|
2021
Q3 | $812K | Buy |
9,026
+1,902
| +27% | +$171K | 0.08% | 120 |
|
|
2021
Q2 | $641K | Buy |
7,124
+3
| +0% | +$270 | 0.07% | 147 |
|
|
2021
Q1 | $632K | Buy |
7,121
+1
| +0% | +$89 | 0.09% | 137 |
|
|
2020
Q4 | $661K | Buy |
7,120
+3
| +0% | +$279 | 0.11% | 122 |
|
|
2020
Q3 | $665K | Buy |
7,117
+3,730
| +110% | +$349K | 0.12% | 102 |
|
|
2020
Q2 | $316K | Sell |
3,387
-1,018
| -23% | -$95K | 0.06% | 165 |
|
|
2020
Q1 | $394K | Buy |
4,405
+673
| +18% | +$60.2K | 0.09% | 135 |
|
|
2019
Q4 | $325K | Buy |
3,732
+9
| +0.2% | +$784 | 0.06% | 171 |
|
|
2019
Q3 | $328K | Buy |
3,723
+6
| +0.2% | +$529 | 0.07% | 170 |
|
|
2019
Q2 | $321K | Buy |
3,717
+7
| +0.2% | +$605 | 0.06% | 171 |
|
|
2019
Q1 | $311K | Buy |
3,710
+5
| +0.1% | +$419 | 0.06% | 170 |
|
|
2018
Q4 | $301K | Buy |
3,705
+9
| +0.2% | +$731 | 0.07% | 166 |
|
|
2018
Q3 | $297K | Sell |
3,696
-1,714
| -32% | -$138K | 0.06% | 182 |
|
|
2018
Q2 | $438K | Sell |
5,410
-442
| -8% | -$35.8K | 0.09% | 143 |
|
|
2018
Q1 | $478K | Buy |
5,852
+1,997
| +52% | +$163K | 0.1% | 136 |
|
|
2017
Q4 | $323K | Buy |
3,855
+53
| +1% | +$4.44K | 0.07% | 180 |
|
|
2017
Q3 | $322K | Buy |
3,802
+138
| +4% | +$11.7K | 0.07% | 163 |
|
|
2017
Q2 | $310K | Buy |
3,664
+6
| +0.2% | +$508 | 0.07% | 163 |
|
|
2017
Q1 | $306K | Buy |
3,658
+4
| +0.1% | +$335 | 0.08% | 160 |
|
|
2016
Q4 | $304K | Buy |
3,654
+11
| +0.3% | +$915 | 0.08% | 155 |
|
|
2016
Q3 | $319K | Buy |
3,643
+5
| +0.1% | +$438 | 0.09% | 147 |
|
|
2016
Q2 | $320K | Buy |
3,638
+6
| +0.2% | +$528 | 0.1% | 148 |
|
|
2016
Q1 | $313K | Sell |
3,632
-169
| -4% | -$14.6K | 0.11% | 140 |
|
|
2015
Q4 | $316K | Sell |
3,801
-2,693
| -41% | -$224K | 0.12% | 142 |
|
|
2015
Q3 | $551K | Buy |
6,494
+19
| +0.3% | +$1.61K | 0.21% | 89 |
|
|
2015
Q2 | $543K | Buy |
6,475
+20
| +0.3% | +$1.68K | 0.19% | 100 |
|
|
2015
Q1 | $556K | Sell |
6,455
-416
| -6% | -$35.8K | 0.2% | 96 |
|
|
2014
Q4 | $582K | Buy |
6,871
+1,834
| +36% | +$155K | 0.21% | 89 |
|
|
2014
Q3 | $424K | Sell |
5,037
-524
| -9% | -$44.1K | 0.17% | 109 |
|
|
2014
Q2 | $471K | Buy |
5,561
+326
| +6% | +$27.6K | 0.18% | 109 |
|
|
2014
Q1 | $436K | Buy |
5,235
+586
| +13% | +$48.8K | 0.19% | 107 |
|
|
2013
Q4 | $380K | Buy |
+4,649
| New | +$380K | 0.17% | 109 |
|