FPCG
Forum Private Client Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
3,568
-892
| -20% | -$69K | 0.11% | 67 |
|
|
2025
Q1 | $342K | Sell |
4,460
-34
| -0.8% | -$2.6K | 0.15% | 56 |
|
|
2024
Q4 | $336K | Sell |
4,494
-21
| -0.5% | -$1.57K | 0.15% | 57 |
|
|
2024
Q3 | $354K | Buy |
4,515
+9
| +0.2% | +$705 | 0.16% | 56 |
|
|
2024
Q2 | $337K | Hold |
4,506
| – | – | 0.16% | 54 |
|
|
2024
Q1 | $340K | Buy |
4,506
+136
| +3% | +$10.3K | 0.16% | 58 |
|
|
2023
Q4 | $334K | Buy |
+4,370
| New | +$334K | 0.17% | 56 |
|
|
2023
Q3 | – | Sell |
-4,352
| Closed | -$327K | – | 6 |
|
|
2023
Q2 | $327K | Hold |
4,352
| – | – | 0.19% | 54 |
|
|
2023
Q1 | $334K | Sell |
4,352
-678
| -13% | -$52K | 0.21% | 53 |
|
|
2022
Q4 | $374K | Sell |
5,030
-254
| -5% | -$18.9K | 0.26% | 49 |
|
|
2022
Q3 | $388K | Sell |
5,284
-736
| -12% | -$54K | 0.29% | 46 |
|
|
2022
Q2 | $467K | Sell |
6,020
-1,605
| -21% | -$125K | 0.34% | 45 |
|
|
2022
Q1 | $625K | Buy |
+7,625
| New | +$625K | 0.49% | 38 |
|