FGAM
Financial Gravity 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
Q1 | $4.82K | Buy |
+63
| New | +$4.82K | ﹤0.01% | 724 |
|
|
2024
Q2 | $71.6K | Sell |
957
-4,203
| -81% | -$315K | 0.02% | 217 |
|
|
2024
Q1 | $390K | Buy |
5,160
+3,008
| +140% | +$227K | 0.05% | 129 |
|
|
2023
Q4 | $161K | Buy |
2,152
+1,365
| +173% | +$102K | ﹤0.01% | 508 |
|
|
2023
Q3 | $56.2K | Buy |
787
+712
| +949% | +$50.8K | ﹤0.01% | 503 |
|
|
2023
Q2 | $643K | Sell |
75
-2
| -3% | -$17.2K | 1.75% | 11 |
|
|
2023
Q1 | $32K | Buy |
77
+3
| +4% | +$1.25K | 0.99% | 20 |
|
|
2022
Q4 | $591K | Sell |
74
-1,678
| -96% | -$13.4M | 3.08% | 5 |
|
|
2022
Q3 | $27.6K | Sell |
1,752
-276
| -14% | -$4.35K | 0.93% | 22 |
|
|
2022
Q2 | $29.2K | Sell |
2,028
-104
| -5% | -$1.5K | 0.91% | 21 |
|
|
2022
Q1 | $33.3K | Sell |
2,132
-1,036
| -33% | -$16.2K | 0.93% | 18 |
|
|
2021
Q4 | $32.9K | Buy |
3,168
+2,800
| +761% | +$29.1K | 0.74% | 32 |
|
|
2021
Q3 | $89K | Hold |
368
| – | – | 0.04% | 384 |
|
|
2021
Q2 | $90K | Sell |
368
-100
| -21% | -$24.5K | 0.03% | 379 |
|
|
2021
Q1 | $41.5K | Sell |
468
-46
| -9% | -$4.08K | 0.85% | 16 |
|
|
2020
Q4 | $48K | Buy |
+514
| New | +$48K | 0.04% | 88 |
|
|
2020
Q2 | – | Sell |
-2,118
| Closed | -$183K | – | 109 |
|
|
2020
Q1 | $183K | Sell |
2,118
-2,003
| -49% | -$173K | 0.57% | 23 |
|
|
2019
Q4 | $93K | Sell |
4,121
-1,925
| -32% | -$43.4K | 0.06% | 351 |
|
|
2019
Q3 | $532K | Sell |
6,046
-1,121
| -16% | -$98.6K | 0.46% | 46 |
|
|
2019
Q2 | $620K | Sell |
7,167
-2,581
| -26% | -$223K | 0.51% | 48 |
|
|
2019
Q1 | $813K | Buy |
+9,748
| New | +$813K | 0.66% | 37 |
|
|
2018
Q3 | $1.77M | Buy |
22,127
+813
| +4% | +$65.1K | 1.86% | 10 |
|
|
2018
Q2 | $1.73M | Buy |
21,314
+1,711
| +9% | +$139K | 1.62% | 12 |
|
|
2018
Q1 | $1.58M | Buy |
+19,603
| New | +$1.58M | 1.61% | 12 |
|