GFG
Goldstone Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,489
| Closed | -$560K | – | 205 |
|
|
2024
Q4 | $560K | Sell |
7,489
-145,035
| -95% | -$10.8M | 0.09% | 117 |
|
|
2024
Q3 | $12M | Buy |
152,524
+18,696
| +14% | +$1.47M | 2.08% | 12 |
|
|
2024
Q2 | $10M | Sell |
133,828
-5,657
| -4% | -$424K | 2.01% | 13 |
|
|
2024
Q1 | $10.5M | Buy |
139,485
+5,989
| +4% | +$452K | 2.41% | 9 |
|
|
2023
Q4 | $10.2M | Buy |
133,496
+37,714
| +39% | +$2.88M | 2.63% | 9 |
|
|
2023
Q3 | $6.93M | Buy |
95,782
+2,883
| +3% | +$208K | 2.05% | 13 |
|
|
2023
Q2 | $6.99M | Buy |
+92,899
| New | +$6.99M | 2.06% | 12 |
|