Horst & Graben Wealth Management’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 | $248K | Buy |
3,203
+23
| +0.7% | +$1.78K | 0.04% | 148 |
|
|
2025
Q1 | $243K | Buy |
3,180
+19
| +0.6% | +$1.46K | 0.04% | 141 |
|
|
2024
Q4 | $236K | Buy |
3,161
+40
| +1% | +$2.99K | 0.04% | 139 |
|
|
2024
Q3 | $245K | Buy |
3,121
+29
| +0.9% | +$2.27K | 0.04% | 133 |
|
|
2024
Q2 | $232K | Sell |
3,092
-16
| -0.5% | -$1.2K | 0.04% | 137 |
|
|
2024
Q1 | $234K | Sell |
3,108
-20
| -0.6% | -$1.51K | 0.05% | 130 |
|
|
2023
Q4 | $239K | Sell |
3,128
-2,508
| -44% | -$192K | 0.05% | 118 |
|
|
2023
Q3 | $408K | Buy |
5,636
+3
| +0.1% | +$217 | 0.1% | 91 |
|
|
2023
Q2 | $424K | Sell |
5,633
-138
| -2% | -$10.4K | 0.1% | 81 |
|
|
2023
Q1 | $443K | Sell |
5,771
-2,873
| -33% | -$221K | 0.11% | 78 |
|
|
2022
Q4 | $642K | Sell |
8,644
-3,138
| -27% | -$233K | 0.17% | 67 |
|
|
2022
Q3 | $866K | Sell |
11,782
-16,229
| -58% | -$1.19M | 0.25% | 48 |
|
|
2022
Q2 | $2.18M | Sell |
28,011
-2,173
| -7% | -$169K | 0.59% | 33 |
|
|
2022
Q1 | $2.47M | Sell |
30,184
-82,597
| -73% | -$6.76M | 0.6% | 32 |
|
|
2021
Q4 | $9.88M | Sell |
112,781
-10,538
| -9% | -$923K | 2.47% | 15 |
|
|
2021
Q3 | $11M | Sell |
123,319
-2,875
| -2% | -$257K | 3.04% | 12 |
|
|
2021
Q2 | $11.4M | Buy |
126,194
+435
| +0.3% | +$39.1K | 3.17% | 11 |
|
|
2021
Q1 | $11.2M | Sell |
125,759
-11,032
| -8% | -$979K | 3.51% | 8 |
|
|
2020
Q4 | $12.7M | Sell |
136,791
-5,566
| -4% | -$517K | 4.38% | 6 |
|
|
2020
Q3 | $13.3M | Buy |
142,357
+4,058
| +3% | +$379K | 5.17% | 5 |
|
|
2020
Q2 | $12.9M | Sell |
138,299
-8,063
| -6% | -$751K | 5.66% | 5 |
|
|
2020
Q1 | $13.1M | Buy |
+146,362
| New | +$13.1M | 6.88% | 5 |
|