GFPC
Global Financial Private Client’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Sell |
8,157
-17
| -0.2% | -$1.32K | 0.24% | 116 |
|
|
2025
Q1 | $626K | Buy |
8,174
+31
| +0.4% | +$2.37K | 0.24% | 107 |
|
|
2024
Q4 | $609K | Buy |
8,143
+1,967
| +32% | +$147K | 0.23% | 114 |
|
|
2024
Q3 | $484K | Hold |
6,176
| – | – | 0.19% | 132 |
|
|
2024
Q2 | $463K | Sell |
6,176
-51
| -0.8% | -$3.82K | 0.19% | 128 |
|
|
2024
Q1 | $465K | Sell |
6,227
-444
| -7% | -$33.1K | 0.2% | 124 |
|
|
2023
Q4 | $510K | Buy |
6,671
+824
| +14% | +$62.9K | 0.24% | 106 |
|
|
2023
Q3 | $419K | Sell |
5,847
-557
| -9% | -$39.9K | 0.22% | 111 |
|
|
2023
Q2 | $479K | Sell |
6,404
-40
| -0.6% | -$2.99K | 0.24% | 102 |
|
|
2023
Q1 | $496K | Sell |
6,444
-1,698
| -21% | -$131K | 0.26% | 95 |
|
|
2022
Q4 | $605K | Sell |
8,142
-5,926
| -42% | -$440K | 0.34% | 74 |
|
|
2022
Q3 | $1.04M | Sell |
14,068
-3,869
| -22% | -$287K | 0.6% | 39 |
|
|
2022
Q2 | $1.41M | Sell |
17,937
-10,324
| -37% | -$809K | 0.79% | 31 |
|
|
2022
Q1 | $2.3M | Sell |
28,261
-3,936
| -12% | -$320K | 1.11% | 20 |
|
|
2021
Q4 | $2.82M | Buy |
32,197
+645
| +2% | +$56.5K | 1.36% | 18 |
|
|
2021
Q3 | $2.83M | Buy |
31,552
+1,631
| +5% | +$146K | 1.45% | 18 |
|
|
2021
Q2 | $2.69M | Sell |
29,921
-12
| -0% | -$1.08K | 1.5% | 16 |
|
|
2021
Q1 | $2.65M | Buy |
29,933
+1,806
| +6% | +$160K | 1.9% | 15 |
|
|
2020
Q4 | $2.61M | Buy |
28,127
+69
| +0.2% | +$6.41K | 2.07% | 15 |
|
|
2020
Q3 | $2.62M | Buy |
28,058
+957
| +4% | +$89.4K | 2.27% | 13 |
|
|
2020
Q2 | $2.52M | Buy |
27,101
+23,593
| +673% | +$2.2M | 2.2% | 12 |
|
|
2020
Q1 | $312K | Sell |
3,508
-428
| -11% | -$38.1K | 0.33% | 68 |
|
|
2019
Q4 | $343K | Buy |
+3,936
| New | +$343K | 0.29% | 83 |
|