Foundations Investment Advisors’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 | $329K | Sell |
4,260
-368
| -8% | -$28.5K | 0.01% | 710 |
|
|
2025
Q1 | $354K | Sell |
4,628
-1,582
| -25% | -$121K | 0.01% | 663 |
|
|
2024
Q4 | $464K | Sell |
6,210
-752
| -11% | -$56.2K | 0.01% | 551 |
|
|
2024
Q3 | $546K | Sell |
6,962
-884
| -11% | -$69.3K | 0.01% | 504 |
|
|
2024
Q2 | $588K | Sell |
7,846
-1,978
| -20% | -$148K | 0.01% | 463 |
|
|
2024
Q1 | $741K | Buy |
9,824
+85
| +0.9% | +$6.41K | 0.02% | 382 |
|
|
2023
Q4 | $746K | Buy |
9,739
+6,785
| +230% | +$520K | 0.02% | 358 |
|
|
2023
Q3 | $214K | Sell |
2,954
-5,299
| -64% | -$383K | 0.01% | 600 |
|
|
2023
Q2 | $621K | Buy |
8,253
+4,908
| +147% | +$369K | 0.02% | 325 |
|
|
2023
Q1 | $257K | Sell |
3,345
-779
| -19% | -$59.8K | 0.01% | 423 |
|
|
2022
Q4 | $306K | Buy |
4,124
+794
| +24% | +$59K | 0.01% | 341 |
|
|
2022
Q3 | $245K | Buy |
3,330
+134
| +4% | +$9.86K | 0.01% | 347 |
|
|
2022
Q2 | $249K | Sell |
3,196
-6,556
| -67% | -$511K | 0.01% | 332 |
|
|
2022
Q1 | $774K | Buy |
+9,752
| New | +$774K | 0.03% | 150 |
|
|
2021
Q4 | – | Sell |
-18,348
| Closed | -$1.64M | – | 344 |
|
|
2021
Q3 | $1.64M | Buy |
+18,348
| New | +$1.64M | 0.07% | 88 |
|
|
2020
Q3 | – | Sell |
-470,349
| Closed | -$43.8M | – | 169 |
|
|
2020
Q2 | $43.8M | Buy |
+470,349
| New | +$43.8M | 3.88% | 10 |
|