Everhart Financial Group’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 | $32.4M | Sell |
418,808
-62,769
| -13% | -$4.85M | 3.74% | 5 |
|
|
2025
Q1 | $36.9M | Buy |
481,577
+457,120
| +1,869% | +$35M | 5.04% | 4 |
|
|
2024
Q4 | $1.83M | Buy |
24,457
+6,662
| +37% | +$498K | 0.38% | 48 |
|
|
2024
Q3 | $1.39M | Buy |
17,795
+6,226
| +54% | +$488K | 0.31% | 58 |
|
|
2024
Q2 | $866K | Buy |
11,569
+442
| +4% | +$33.1K | 0.22% | 95 |
|
|
2024
Q1 | $839K | Buy |
11,127
+2,963
| +36% | +$223K | 0.24% | 83 |
|
|
2023
Q4 | $624K | Sell |
8,164
-5,444
| -40% | -$416K | 0.22% | 93 |
|
|
2023
Q3 | $984K | Sell |
13,608
-178
| -1% | -$12.9K | 0.42% | 54 |
|
|
2023
Q2 | $3.61M | Buy |
13,786
+388
| +3% | +$102K | 1.49% | 14 |
|
|
2023
Q1 | $1.03M | Buy |
13,398
+7,189
| +116% | +$552K | 0.46% | 46 |
|
|
2022
Q4 | $461K | Buy |
6,209
+966
| +18% | +$71.8K | 0.23% | 89 |
|
|
2022
Q3 | $386K | Buy |
5,243
+376
| +8% | +$27.7K | 0.21% | 92 |
|
|
2022
Q2 | $378K | Sell |
4,867
-219
| -4% | -$17K | 0.23% | 103 |
|
|
2022
Q1 | $417K | Buy |
5,086
+221
| +5% | +$18.1K | 0.24% | 86 |
|
|
2021
Q4 | $426K | Sell |
4,865
-12,264
| -72% | -$1.07M | 0.26% | 73 |
|
|
2021
Q3 | $1.53M | Sell |
17,129
-199
| -1% | -$17.8K | 1.05% | 25 |
|
|
2021
Q2 | $1.56M | Sell |
17,328
-4,612
| -21% | -$415K | 1.07% | 27 |
|
|
2021
Q1 | $1.95M | Sell |
21,940
-10,700
| -33% | -$950K | 1.71% | 15 |
|
|
2020
Q4 | $3.03M | Buy |
+32,640
| New | +$3.03M | 2.8% | 9 |
|