Global Retirement Partners’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 | $1.23M | Buy |
+15,890
| New | +$1.23M | 0.03% | 453 |
|
|
2024
Q4 | $1.13M | Buy |
15,169
+3,115
| +26% | +$233K | 0.03% | 419 |
|
|
2024
Q3 | $945K | Sell |
12,054
-737
| -6% | -$57.8K | 0.03% | 456 |
|
|
2024
Q2 | $958K | Buy |
12,791
+2,848
| +29% | +$213K | 0.03% | 433 |
|
|
2024
Q1 | $750K | Buy |
9,943
+384
| +4% | +$29K | 0.03% | 429 |
|
|
2023
Q4 | $725K | Buy |
9,559
+86
| +0.9% | +$6.52K | 0.03% | 405 |
|
|
2023
Q3 | $677K | Sell |
9,473
-790
| -8% | -$56.5K | 0.03% | 372 |
|
|
2023
Q2 | $772K | Hold |
10,263
| – | – | 0.04% | 359 |
|
|
2023
Q1 | $793K | Buy |
10,263
+2,031
| +25% | +$157K | 0.04% | 341 |
|
|
2022
Q4 | $612K | Buy |
8,232
+870
| +12% | +$64.7K | 0.04% | 343 |
|
|
2022
Q3 | $536K | Buy |
7,362
+1,411
| +24% | +$103K | 0.04% | 347 |
|
|
2022
Q2 | $462K | Sell |
5,951
-157
| -3% | -$12.2K | 0.04% | 367 |
|
|
2022
Q1 | $483K | Buy |
+6,108
| New | +$483K | 0.04% | 362 |
|
|
2021
Q4 | – | Sell |
-1,371
| Closed | -$123K | – | 396 |
|
|
2021
Q3 | $123K | Buy |
1,371
+94
| +7% | +$8.43K | 0.01% | 589 |
|
|
2021
Q2 | $115K | Hold |
1,277
| – | – | 0.01% | 595 |
|
|
2021
Q1 | $113K | Sell |
1,277
-25
| -2% | -$2.21K | 0.01% | 537 |
|
|
2020
Q4 | $121K | Sell |
1,302
-254
| -16% | -$23.6K | 0.02% | 486 |
|
|
2020
Q3 | $145K | Buy |
1,556
+275
| +21% | +$25.6K | 0.02% | 413 |
|
|
2020
Q2 | $119K | Buy |
1,281
+79
| +7% | +$7.34K | 0.02% | 450 |
|
|
2020
Q1 | $107K | Buy |
1,202
+244
| +25% | +$21.7K | 0.02% | 425 |
|
|
2019
Q4 | $84K | Hold |
958
| – | – | 0.01% | 524 |
|
|
2019
Q3 | $84K | Sell |
958
-27
| -3% | -$2.37K | 0.01% | 504 |
|
|
2019
Q2 | $85K | Buy |
985
+861
| +694% | +$74.3K | 0.02% | 490 |
|
|
2019
Q1 | $10K | Sell |
124
-104
| -46% | -$8.39K | ﹤0.01% | 1047 |
|
|
2018
Q4 | $19K | Sell |
228
-710
| -76% | -$59.2K | ﹤0.01% | 752 |
|
|
2018
Q3 | $75K | Buy |
938
+110
| +13% | +$8.8K | 0.02% | 468 |
|
|
2018
Q2 | $67K | Sell |
828
-72
| -8% | -$5.83K | 0.02% | 472 |
|
|
2018
Q1 | $74K | Sell |
900
-220
| -20% | -$18.1K | 0.02% | 433 |
|
|
2017
Q4 | $94K | Sell |
1,120
-214
| -16% | -$18K | 0.03% | 373 |
|
|
2017
Q3 | $113K | Sell |
1,334
-60
| -4% | -$5.08K | 0.05% | 303 |
|
|
2017
Q2 | $118K | Buy |
1,394
+600
| +76% | +$50.8K | 0.06% | 280 |
|
|
2017
Q1 | $66K | Sell |
794
-608
| -43% | -$50.5K | 0.04% | 339 |
|
|
2016
Q4 | $116K | Buy |
+1,402
| New | +$116K | 0.08% | 222 |
|