Financial Engines 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 | $23M | Sell |
297,459
-104,738
| -26% | -$8.1M | 0.05% | 70 |
|
|
2025
Q1 | $30.8M | Sell |
402,197
-25,080
| -6% | -$1.92M | 0.07% | 61 |
|
|
2024
Q4 | $31.9M | Buy |
427,277
+174,116
| +69% | +$13M | 0.07% | 60 |
|
|
2024
Q3 | $19.8M | Buy |
253,161
+186,661
| +281% | +$14.6M | 0.04% | 64 |
|
|
2024
Q2 | $4.98M | Sell |
66,500
-18,487
| -22% | -$1.38M | 0.01% | 121 |
|
|
2024
Q1 | $6.41M | Sell |
84,987
-77,870
| -48% | -$5.87M | 0.01% | 98 |
|
|
2023
Q4 | $12.4M | Buy |
162,857
+138,970
| +582% | +$10.6M | 0.03% | 73 |
|
|
2023
Q3 | $1.73M | Sell |
23,887
-145,112
| -86% | -$10.5M | ﹤0.01% | 136 |
|
|
2023
Q2 | $12.7M | Buy |
168,999
+24,415
| +17% | +$1.84M | 0.03% | 69 |
|
|
2023
Q1 | $11.1M | Sell |
144,584
-422,877
| -75% | -$32.5M | 0.03% | 73 |
|
|
2022
Q4 | $42.2M | Buy |
567,461
+363,495
| +178% | +$27M | 0.12% | 57 |
|
|
2022
Q3 | $15M | Buy |
203,966
+115,894
| +132% | +$8.52M | 0.05% | 67 |
|
|
2022
Q2 | $6.84M | Buy |
88,072
+40,777
| +86% | +$3.17M | 0.02% | 81 |
|
|
2022
Q1 | $3.87M | Buy |
47,295
+21,588
| +84% | +$1.77M | 0.01% | 91 |
|
|
2021
Q4 | $2.25M | Buy |
+25,707
| New | +$2.25M | 0.01% | 88 |
|
|
2021
Q3 | – | Sell |
-4,188
| Closed | -$377K | – | 268 |
|
|
2021
Q2 | $377K | Sell |
4,188
-380
| -8% | -$34.2K | ﹤0.01% | 160 |
|
|
2021
Q1 | $405K | Buy |
4,568
+1,083
| +31% | +$96K | ﹤0.01% | 179 |
|
|
2020
Q4 | $324K | Buy |
+3,485
| New | +$324K | ﹤0.01% | 195 |
|