Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,042
| Closed | -$316K | – | 602 |
|
|
2024
Q3 | $316K | Buy |
4,042
+12
| +0.3% | +$938 | 0.09% | 186 |
|
|
2024
Q2 | $301K | Buy |
4,030
+11
| +0.3% | +$822 | 0.08% | 187 |
|
|
2024
Q1 | $303K | Sell |
4,019
-72
| -2% | -$5.43K | 0.09% | 186 |
|
|
2023
Q4 | $312K | Buy |
4,091
+279
| +7% | +$21.3K | 0.1% | 178 |
|
|
2023
Q3 | $276K | Buy |
+3,812
| New | +$276K | 0.1% | 176 |
|
|
2023
Q1 | $351K | Buy |
+4,575
| New | +$351K | 0.13% | 149 |
|
|
2022
Q4 | – | Sell |
-4,661
| Closed | -$342K | – | 402 |
|
|
2022
Q3 | $342K | Buy |
4,661
+26
| +0.6% | +$1.91K | 0.14% | 141 |
|
|
2022
Q2 | $360K | Buy |
4,635
+6
| +0.1% | +$466 | 0.16% | 135 |
|
|
2022
Q1 | $379K | Buy |
4,629
+34
| +0.7% | +$2.78K | 0.15% | 139 |
|
|
2021
Q4 | $403K | Buy |
+4,595
| New | +$403K | 0.15% | 142 |
|