First Personal Financial 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 | $310K | Hold |
3,951
| – | – | 0.07% | 105 |
|
|
2024
Q2 | $296K | Hold |
3,951
| – | – | 0.07% | 103 |
|
|
2024
Q1 | $298K | Hold |
3,951
| – | – | 0.07% | 102 |
|
|
2023
Q4 | $302K | Hold |
3,951
| – | – | 0.07% | 101 |
|
|
2023
Q3 | $286K | Hold |
3,951
| – | – | 0.07% | 99 |
|
|
2023
Q2 | $297K | Sell |
3,951
-180
| -4% | -$13.5K | 0.07% | 96 |
|
|
2023
Q1 | $317K | Sell |
4,131
-154
| -4% | -$11.8K | 0.08% | 95 |
|
|
2022
Q4 | $318K | Sell |
4,285
-50
| -1% | -$3.72K | 0.09% | 93 |
|
|
2022
Q3 | $319K | Hold |
4,335
| – | – | 0.09% | 91 |
|
|
2022
Q2 | $337K | Sell |
4,335
-368
| -8% | -$28.6K | 0.09% | 85 |
|
|
2022
Q1 | $385K | Sell |
4,703
-110
| -2% | -$9.01K | 0.09% | 88 |
|
|
2021
Q4 | $422K | Sell |
4,813
-264
| -5% | -$23.1K | 0.09% | 88 |
|
|
2021
Q3 | $454K | Sell |
5,077
-230
| -4% | -$20.6K | 0.11% | 83 |
|
|
2021
Q2 | $477K | Buy |
5,307
+74
| +1% | +$6.65K | 0.12% | 83 |
|
|
2021
Q1 | $464K | Buy |
5,233
+50
| +1% | +$4.43K | 0.13% | 80 |
|
|
2020
Q4 | $481K | Hold |
5,183
| – | – | 0.14% | 77 |
|
|
2020
Q3 | $485K | Sell |
5,183
-276
| -5% | -$25.8K | 0.15% | 76 |
|
|
2020
Q2 | $509K | Sell |
5,459
-498
| -8% | -$46.4K | 0.17% | 76 |
|
|
2020
Q1 | $532K | Sell |
5,957
-87
| -1% | -$7.77K | 0.21% | 67 |
|
|
2019
Q4 | $527K | Sell |
6,044
-756
| -11% | -$65.9K | 0.17% | 79 |
|
|
2019
Q3 | $598K | Hold |
6,800
| – | – | 0.19% | 79 |
|
|
2019
Q2 | $588K | Sell |
6,800
-553
| -8% | -$47.8K | 0.17% | 106 |
|
|
2019
Q1 | $617K | Sell |
7,353
-511
| -6% | -$42.9K | 0.19% | 103 |
|
|
2018
Q4 | $639K | Sell |
7,864
-938
| -11% | -$76.2K | 0.22% | 93 |
|
|
2018
Q3 | $708K | Sell |
8,802
-893
| -9% | -$71.8K | 0.22% | 91 |
|
|
2018
Q2 | $785K | Sell |
9,695
-1,946
| -17% | -$158K | 0.26% | 85 |
|
|
2018
Q1 | $952K | Sell |
11,641
-1,360
| -10% | -$111K | 0.21% | 104 |
|
|
2017
Q4 | $1.09M | Sell |
13,001
-1,378
| -10% | -$116K | 0.21% | 101 |
|
|
2017
Q3 | $1.22M | Sell |
14,379
-1,506
| -9% | -$127K | 0.26% | 90 |
|
|
2017
Q2 | $1.34M | Buy |
15,885
+395
| +3% | +$33.4K | 0.29% | 82 |
|
|
2017
Q1 | $1.3M | Sell |
15,490
-1,431
| -8% | -$120K | 0.31% | 79 |
|
|
2016
Q4 | $1.41M | Buy |
16,921
+46
| +0.3% | +$3.82K | 0.37% | 72 |
|
|
2016
Q3 | $1.48M | Buy |
16,875
+411
| +2% | +$36K | 0.43% | 69 |
|
|
2016
Q2 | $1.45M | Sell |
16,464
-32
| -0.2% | -$2.82K | 0.49% | 63 |
|
|
2016
Q1 | $1.42M | Sell |
16,496
-1,082
| -6% | -$93.3K | 0.7% | 49 |
|
|
2015
Q4 | $1.46M | Sell |
17,578
-683
| -4% | -$56.7K | 0.82% | 45 |
|
|
2015
Q3 | $1.55M | Buy |
18,261
+15
| +0.1% | +$1.27K | 0.93% | 38 |
|
|
2015
Q2 | $1.53M | Sell |
18,246
-1,120
| -6% | -$94K | 0.92% | 40 |
|
|
2015
Q1 | $1.67M | Sell |
19,366
-335
| -2% | -$28.9K | 1.01% | 35 |
|
|
2014
Q4 | $1.67M | Buy |
+19,701
| New | +$1.67M | 0.98% | 37 |
|