Great Valley Advisor Group’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 | $16.5M | Buy |
213,589
+26,045
| +14% | +$2.01M | 0.37% | 73 |
|
|
2025
Q1 | $14.4M | Buy |
187,544
+132,158
| +239% | +$10.1M | 0.31% | 85 |
|
|
2024
Q4 | $4.14M | Buy |
55,386
+25,112
| +83% | +$1.88M | 0.09% | 208 |
|
|
2024
Q3 | $2.37M | Buy |
30,274
+22,718
| +301% | +$1.78M | 0.06% | 287 |
|
|
2024
Q2 | $566K | Buy |
7,556
+206
| +3% | +$15.4K | 0.02% | 506 |
|
|
2024
Q1 | $554K | Sell |
7,350
-483
| -6% | -$36.4K | 0.02% | 473 |
|
|
2023
Q4 | $598K | Sell |
7,833
-2,462
| -24% | -$188K | 0.02% | 421 |
|
|
2023
Q3 | $744K | Sell |
10,295
-1,346
| -12% | -$97.3K | 0.03% | 365 |
|
|
2023
Q2 | $876K | Sell |
11,641
-2,622
| -18% | -$197K | 0.04% | 331 |
|
|
2023
Q1 | $1.09M | Sell |
14,263
-2,739
| -16% | -$210K | 0.05% | 290 |
|
|
2022
Q4 | $1.26M | Sell |
17,002
-195
| -1% | -$14.5K | 0.06% | 288 |
|
|
2022
Q3 | $1.26M | Buy |
17,197
+628
| +4% | +$46.2K | 0.07% | 266 |
|
|
2022
Q2 | $1.29M | Sell |
16,569
-14,756
| -47% | -$1.15M | 0.07% | 265 |
|
|
2022
Q1 | $2.62M | Buy |
31,325
+6,048
| +24% | +$506K | 0.15% | 167 |
|
|
2021
Q4 | $2.22M | Buy |
25,277
+308
| +1% | +$27.1K | 0.14% | 174 |
|
|
2021
Q3 | $2.23M | Buy |
24,969
+1,726
| +7% | +$154K | 0.15% | 161 |
|
|
2021
Q2 | $2.09M | Buy |
23,243
+15,741
| +210% | +$1.41M | 0.15% | 156 |
|
|
2021
Q1 | $665K | Sell |
7,502
-1,830
| -20% | -$162K | 0.06% | 256 |
|
|
2020
Q4 | $867K | Buy |
9,332
+1,010
| +12% | +$93.8K | 0.09% | 201 |
|
|
2020
Q3 | $775K | Buy |
8,322
+19
| +0.2% | +$1.77K | 0.1% | 190 |
|
|
2020
Q2 | $773K | Buy |
8,303
+3,192
| +62% | +$297K | 0.13% | 178 |
|
|
2020
Q1 | $457K | Sell |
5,111
-7,892
| -61% | -$706K | 0.12% | 183 |
|
|
2019
Q4 | $1.13M | Buy |
13,003
+2,222
| +21% | +$194K | 0.25% | 123 |
|
|
2019
Q3 | $949K | Buy |
10,781
+119
| +1% | +$10.5K | 0.23% | 129 |
|
|
2019
Q2 | $922K | Hold |
10,662
| – | – | 0.23% | 132 |
|
|
2019
Q1 | $895K | Sell |
10,662
-988
| -8% | -$82.9K | 0.28% | 104 |
|
|
2018
Q4 | $949K | Buy |
+11,650
| New | +$949K | 0.35% | 76 |
|