Financial Planning & Information Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.16M | Buy |
78,566
+9,578
| +14% | +$751K | 0.85% | 27 |
|
|
2024
Q2 | $5.17M | Buy |
68,988
+4,665
| +7% | +$349K | 0.79% | 27 |
|
|
2024
Q1 | $4.85M | Buy |
64,323
+8,894
| +16% | +$671K | 0.73% | 28 |
|
|
2023
Q4 | $4.23M | Buy |
55,429
+3,271
| +6% | +$250K | 0.67% | 31 |
|
|
2023
Q3 | $3.77M | Buy |
52,158
+4,274
| +9% | +$309K | 0.7% | 29 |
|
|
2023
Q2 | $3.6M | Buy |
47,884
+478
| +1% | +$36K | 0.66% | 27 |
|
|
2023
Q1 | $3.64M | Buy |
+47,406
| New | +$3.64M | 0.71% | 27 |
|