FFG Retirement Advisors’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 | $306K | Sell |
3,961
-2,470
| -38% | -$191K | 0.19% | 45 |
|
|
2025
Q1 | $492K | Hold |
6,431
| – | – | 0.34% | 38 |
|
|
2024
Q4 | $481K | Sell |
6,431
-9,526
| -60% | -$712K | 0.31% | 37 |
|
|
2024
Q3 | $1.25M | Buy |
15,957
+1,680
| +12% | +$132K | 0.81% | 37 |
|
|
2024
Q2 | $1.07M | Sell |
14,277
-3,187
| -18% | -$239K | 0.75% | 39 |
|
|
2024
Q1 | $1.32M | Sell |
17,464
-126,146
| -88% | -$9.51M | 0.93% | 33 |
|
|
2023
Q4 | $11M | Buy |
+143,610
| New | +$11M | 8.47% | 2 |
|