Francis Financial’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 | $45.1M | Buy |
583,192
+8,500
| +1% | +$658K | 10.37% | 2 |
|
|
2025
Q1 | $44M | Buy |
574,692
+46,856
| +9% | +$3.59M | 10.67% | 2 |
|
|
2024
Q4 | $39.4M | Buy |
527,836
+31,636
| +6% | +$2.36M | 9.99% | 2 |
|
|
2024
Q3 | $38.9M | Buy |
496,200
+63,472
| +15% | +$4.97M | 10.25% | 2 |
|
|
2024
Q2 | $32.4M | Buy |
432,728
+19,612
| +5% | +$1.47M | 9.81% | 2 |
|
|
2024
Q1 | $31.1M | Buy |
413,116
+48,689
| +13% | +$3.67M | 10.04% | 2 |
|
|
2023
Q4 | $27.8M | Buy |
364,427
+49,748
| +16% | +$3.8M | 11.95% | 2 |
|
|
2023
Q3 | $22.8M | Buy |
314,679
+35,788
| +13% | +$2.59M | 11.87% | 2 |
|
|
2023
Q2 | $21M | Buy |
278,891
+145,289
| +109% | +$10.9M | 11.34% | 2 |
|
|
2023
Q1 | $10.3M | Buy |
133,602
+112,334
| +528% | +$8.62M | 6.95% | 3 |
|
|
2022
Q4 | $1.58M | Buy |
21,268
+17,171
| +419% | +$1.28M | 1.47% | 9 |
|
|
2022
Q3 | $301K | Sell |
4,097
-439
| -10% | -$32.3K | 0.31% | 26 |
|
|
2022
Q2 | $358K | Buy |
+4,536
| New | +$358K | 0.32% | 31 |
|