Glass Jacobson Investment Advisors’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 | $93.3K | Sell |
1,206
-9,911
| -89% | -$767K | 0.04% | 232 |
|
|
2025
Q1 | $831K | Hold |
11,117
| – | – | 0.27% | 104 |
|
|
2024
Q4 | $831K | Buy |
11,117
+15
| +0.1% | +$1.12K | 0.27% | 104 |
|
|
2024
Q3 | $870K | Sell |
11,102
-176
| -2% | -$13.8K | 0.29% | 100 |
|
|
2024
Q2 | $845K | Buy |
11,278
+107
| +1% | +$8.01K | 0.31% | 95 |
|
|
2024
Q1 | $842K | Hold |
11,171
| – | – | 0.32% | 93 |
|
|
2023
Q4 | $853K | Sell |
11,171
-2,163
| -16% | -$165K | 0.35% | 89 |
|
|
2023
Q3 | $964K | Sell |
13,334
-622
| -4% | -$45K | 0.44% | 71 |
|
|
2023
Q2 | $1.05M | Buy |
+13,956
| New | +$1.05M | 0.48% | 63 |
|
|
2022
Q4 | $396K | Buy |
+5,330
| New | +$396K | 0.2% | 139 |
|