Fulton Breakefield Broenniman’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 | $292K | Hold |
3,780
| – | – | 0.02% | 158 |
|
|
2025
Q1 | $289K | Sell |
3,780
-30
| -0.8% | -$2.3K | 0.02% | 146 |
|
|
2024
Q4 | $285K | Hold |
3,810
| – | – | 0.02% | 150 |
|
|
2024
Q3 | $299K | Sell |
3,810
-857
| -18% | -$67.2K | 0.02% | 146 |
|
|
2024
Q2 | $350K | Buy |
4,667
+1,525
| +49% | +$114K | 0.03% | 134 |
|
|
2024
Q1 | $237K | Hold |
3,142
| – | – | 0.02% | 166 |
|
|
2023
Q4 | $240K | Sell |
3,142
-1,554
| -33% | -$119K | 0.02% | 156 |
|
|
2023
Q3 | $340K | Sell |
4,696
-261
| -5% | -$18.9K | 0.03% | 133 |
|
|
2023
Q2 | $373K | Sell |
4,957
-989
| -17% | -$74.4K | 0.03% | 127 |
|
|
2023
Q1 | $456K | Buy |
5,946
+105
| +2% | +$8.06K | 0.04% | 117 |
|
|
2022
Q4 | $434K | Sell |
5,841
-12
| -0.2% | -$892 | 0.04% | 122 |
|
|
2022
Q3 | $430K | Buy |
5,853
+19
| +0.3% | +$1.4K | 0.04% | 109 |
|
|
2022
Q2 | $453K | Buy |
5,834
+934
| +19% | +$72.5K | 0.04% | 114 |
|
|
2022
Q1 | $401K | Buy |
4,900
+628
| +15% | +$51.4K | 0.04% | 119 |
|
|
2021
Q4 | $374K | Buy |
+4,272
| New | +$374K | 0.03% | 154 |
|