Founders Financial Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.2K | Sell |
546
-60
| -10% | -$4.64K | 0.01% | 399 |
|
|
2025
Q1 | $46.4K | Buy |
606
+60
| +11% | +$4.59K | 0.01% | 447 |
|
|
2024
Q4 | $40.8K | Sell |
546
-29
| -5% | -$2.17K | 0.01% | 399 |
|
|
2024
Q3 | $45.1K | Buy |
575
+75
| +15% | +$5.88K | 0.01% | 399 |
|
|
2024
Q2 | $37.4K | Sell |
500
-40
| -7% | -$3K | 0.01% | 397 |
|
|
2024
Q1 | $40.7K | Buy |
540
+15
| +3% | +$1.13K | 0.01% | 398 |
|
|
2023
Q4 | $40.1K | Hold |
525
| – | – | 0.02% | 357 |
|
|
2023
Q3 | $38K | Hold |
525
| – | – | 0.02% | 339 |
|
|
2023
Q2 | $39.5K | Buy |
525
+6
| +1% | +$451 | 0.02% | 362 |
|
|
2023
Q1 | $39.8K | Sell |
519
-101
| -16% | -$7.75K | 0.02% | 322 |
|
|
2022
Q4 | $46.1K | Hold |
620
| – | – | 0.02% | 332 |
|
|
2022
Q3 | $46K | Buy |
620
+122
| +24% | +$9.05K | 0.02% | 324 |
|
|
2022
Q2 | $39K | Sell |
498
-297
| -37% | -$23.3K | 0.02% | 355 |
|
|
2022
Q1 | $65K | Hold |
795
| – | – | 0.03% | 299 |
|
|
2021
Q4 | $70K | Hold |
795
| – | – | 0.03% | 329 |
|
|
2021
Q3 | $71K | Hold |
795
| – | – | 0.03% | 303 |
|
|
2021
Q2 | $72K | Buy |
795
+161
| +25% | +$14.6K | 0.03% | 317 |
|
|
2021
Q1 | $57K | Hold |
634
| – | – | 0.03% | 319 |
|
|
2020
Q4 | $59K | Hold |
634
| – | – | 0.03% | 282 |
|
|
2020
Q3 | $59K | Buy |
+634
| New | +$59K | 0.04% | 344 |
|