FSB Premier Wealth Management’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 | $1.19M | Sell |
15,424
-539
| -3% | -$41.7K | 0.43% | 64 |
|
|
2025
Q1 | $1.22M | Sell |
15,963
-711
| -4% | -$54.4K | 0.48% | 58 |
|
|
2024
Q4 | $1.25M | Sell |
16,674
-447
| -3% | -$33.4K | 0.5% | 50 |
|
|
2024
Q3 | $1.34M | Sell |
17,121
-1,041
| -6% | -$81.6K | 0.55% | 44 |
|
|
2024
Q2 | $1.36M | Sell |
18,162
-711
| -4% | -$53.2K | 0.61% | 39 |
|
|
2024
Q1 | $1.42M | Buy |
18,873
+393
| +2% | +$29.6K | 0.66% | 33 |
|
|
2023
Q4 | $1.41M | Sell |
18,480
-82
| -0.4% | -$6.26K | 0.71% | 29 |
|
|
2023
Q3 | $1.34M | Sell |
18,562
-452
| -2% | -$32.7K | 0.75% | 28 |
|
|
2023
Q2 | $1.43M | Sell |
19,014
-400
| -2% | -$30.1K | 0.78% | 29 |
|
|
2023
Q1 | $1.49M | Sell |
19,414
-737
| -4% | -$56.6K | 0.83% | 29 |
|
|
2022
Q4 | $1.5M | Sell |
20,151
-1,855
| -8% | -$138K | 0.82% | 33 |
|
|
2022
Q3 | $1.62M | Sell |
22,006
-939
| -4% | -$69K | 0.95% | 29 |
|
|
2022
Q2 | $1.78M | Sell |
22,945
-1,221
| -5% | -$94.8K | 0.99% | 26 |
|
|
2022
Q1 | $1.91M | Sell |
24,166
-832
| -3% | -$65.6K | 0.96% | 27 |
|
|
2021
Q4 | $2.19M | Sell |
24,998
-1,511
| -6% | -$132K | 0.91% | 28 |
|
|
2021
Q3 | $2.37M | Buy |
26,509
+1,372
| +5% | +$123K | 1.19% | 25 |
|
|
2021
Q2 | $2.26M | Buy |
25,137
+594
| +2% | +$53.4K | 1.16% | 23 |
|
|
2021
Q1 | $2.18M | Buy |
24,543
+5,313
| +28% | +$471K | 1.17% | 24 |
|
|
2020
Q4 | $1.79M | Buy |
+19,230
| New | +$1.79M | 0.96% | 30 |
|