HeadInvest LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $998K | Sell |
12,932
-3,066
| -19% | -$239K | 0.2% | 99 |
|
|
2025
Q4 | $1.25M | Sell |
15,998
-550
| -3% | -$43K | 0.25% | 87 |
|
|
2025
Q3 | $1.29M | Buy |
16,548
+2,365
| +17% | +$183K | 0.27% | 76 |
|
|
2025
Q2 | $1.1M | Sell |
14,183
-940
| -6% | -$71.6K | 0.23% | 81 |
|
|
2025
Q1 | $1.16M | Buy |
15,123
+1,566
| +12% | +$118K | 0.23% | 87 |
|
|
2024
Q4 | $1.01M | Sell |
13,557
-2,413
| -15% | -$183K | 0.19% | 90 |
|
|
2024
Q3 | $1.25M | Buy |
15,970
+1,925
| +14% | +$148K | 0.23% | 83 |
|
|
2024
Q2 | $1.05M | Buy |
14,045
+1,385
| +11% | +$103K | 0.21% | 88 |
|
|
2024
Q1 | $955K | Buy |
12,660
+210
| +2% | +$15.8K | 0.19% | 92 |
|
|
2023
Q4 | $951K | Sell |
12,450
-800
| -6% | -$58.6K | 0.2% | 88 |
|
|
2023
Q3 | $949K | Sell |
13,250
-360
| -3% | -$26.6K | 0.21% | 84 |
|
|
2023
Q2 | $1.01M | Sell |
13,610
-400
| -3% | -$30.5K | 0.22% | 83 |
|
|
2023
Q1 | $1.08M | Hold |
14,010
| – | – | 0.24% | 82 |
|
|
2022
Q4 | $1.04M | Sell |
14,010
-10,000
| -42% | -$741K | 0.23% | 81 |
|
|
2022
Q3 | $1.76M | Hold |
24,010
| – | – | 0.42% | 56 |
|
|
2022
Q2 | $1.86M | Sell |
24,010
-3,200
| -12% | -$251K | 0.41% | 56 |
|
|
2022
Q1 | $2.23M | Sell |
27,210
-3,525
| -11% | -$298K | 0.43% | 54 |
|
|
2021
Q4 | $2.69M | Sell |
30,735
-7,780
| -20% | -$690K | 0.48% | 50 |
|
|
2021
Q3 | $3.44M | Sell |
38,515
-2,270
| -6% | -$206K | 0.65% | 44 |
|
|
2021
Q2 | $3.67M | Sell |
40,785
-300
| -0.7% | -$26.8K | 0.7% | 44 |
|
|
2021
Q1 | $3.65M | Sell |
41,085
-200
| -0.5% | -$18.2K | 0.74% | 43 |
|
|
2020
Q4 | $3.83M | Buy |
+41,285
| New | +$3.84M | 0.81% | 39 |
|
|
2019
Q3 | – | Sell |
-16,240
| Closed | -$1.41M | – | 190 |
|
|
2019
Q2 | $1.41M | Buy |
16,240
+750
| +5% | +$63.4K | 0.4% | 54 |
|
|
2019
Q1 | $1.3M | Sell |
15,490
-8,870
| -36% | -$730K | 0.36% | 57 |
|
|
2018
Q4 | $1.98M | Buy |
24,360
+11,980
| +97% | +$959K | 0.31% | 61 |
|
|
2018
Q3 | $996K | Buy |
12,380
+150
| +1% | +$12.1K | 0.29% | 66 |
|
|
2018
Q2 | $990K | Hold |
12,230
| – | – | 0.3% | 63 |
|
|
2018
Q1 | $1M | Hold |
12,230
| – | – | 0.32% | 61 |
|
|
2017
Q4 | $1.02M | Hold |
12,230
| – | – | 0.32% | 59 |
|
|
2017
Q3 | $1.03M | Buy |
12,230
+350
| +3% | +$29.7K | 0.32% | 60 |
|
|
2017
Q2 | $1M | Buy |
11,880
+500
| +4% | +$42.2K | 0.33% | 63 |
|
|
2017
Q1 | $951K | Buy |
11,380
+7
| +0.1% | +$583 | 0.32% | 63 |
|
|
2016
Q4 | $945K | Buy |
11,373
+313
| +3% | +$26.6K | 0.35% | 62 |
|
|
2016
Q3 | $961K | Hold |
11,060
| – | – | 0.34% | 61 |
|
|
2016
Q2 | $974K | Buy |
11,060
+275
| +3% | +$23.8K | 0.37% | 56 |
|
|
2016
Q1 | $930K | Buy |
10,785
+1,700
| +19% | +$144K | 0.36% | 56 |
|
|
2015
Q4 | $755K | Buy |
9,085
+2,600
| +40% | +$219K | 0.31% | 60 |
|
|
2015
Q3 | $550K | Buy |
6,485
+595
| +10% | +$50.1K | 0.22% | 66 |
|
|
2015
Q2 | $494K | Hold |
5,890
| – | – | 0.18% | 79 |
|
|
2015
Q1 | $508K | Buy |
+5,890
| New | +$506K | 0.18% | 80 |
|
Other funds holding BIV
EWA
TLFA
