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Grimes & Company’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
$337K Buy
4,361
+37
+0.9% +$2.86K 0.01% 320
2025
Q1
$331K Buy
4,324
+23
+0.5% +$1.76K 0.01% 284
2024
Q4
$321K Sell
4,301
-65
-1% -$4.86K 0.01% 301
2024
Q3
$342K Buy
4,366
+142
+3% +$11.1K 0.01% 274
2024
Q2
$316K Sell
4,224
-174
-4% -$13K 0.01% 269
2024
Q1
$332K Buy
4,398
+21
+0.5% +$1.58K 0.01% 260
2023
Q4
$334K Sell
4,377
-4,115
-48% -$314K 0.01% 254
2023
Q3
$614K Buy
8,492
+5
+0.1% +$362 0.02% 191
2023
Q2
$638K Hold
8,487
0.02% 187
2023
Q1
$651K Sell
8,487
-242,256
-97% -$18.6M 0.03% 179
2022
Q4
$18.6M Buy
+250,743
New +$18.6M 0.79% 21