Howe & Rusling’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
$45.6K Sell
590
-428
-42% -$33.1K ﹤0.01% 353
2025
Q1
$77.9K Buy
1,018
+435
+75% +$33.3K 0.01% 312
2024
Q4
$43.6K Buy
583
+32
+6% +$2.39K ﹤0.01% 320
2024
Q3
$43.2K Buy
551
+1
+0.2% +$78 ﹤0.01% 307
2024
Q2
$41.2K Buy
550
+1
+0.2% +$75 ﹤0.01% 297
2024
Q1
$41.4K Sell
549
-645
-54% -$48.6K ﹤0.01% 303
2023
Q4
$91.2K Buy
1,194
+807
+209% +$61.7K 0.01% 250
2023
Q3
$28K Buy
387
+33
+9% +$2.39K ﹤0.01% 277
2023
Q2
$26.7K Sell
354
-591
-63% -$44.5K ﹤0.01% 273
2023
Q1
$72.5K Buy
945
+583
+161% +$44.7K 0.01% 234
2022
Q4
$26.9K Hold
362
﹤0.01% 258
2022
Q3
$27K Sell
362
-5
-1% -$373 ﹤0.01% 386
2022
Q2
$29K Buy
367
+363
+9,075% +$28.7K ﹤0.01% 377
2022
Q1
$0 Buy
+4
New ﹤0.01% 1006
2019
Q3
Sell
-86
Closed -$7K 830
2019
Q2
$7K Buy
+86
New +$7K ﹤0.01% 480
2016
Q4
Sell
-70
Closed -$6K 1027
2016
Q3
$6K Sell
70
-56
-44% -$4.8K ﹤0.01% 612
2016
Q2
$11K Buy
126
+56
+80% +$4.89K ﹤0.01% 458
2016
Q1
$6K Hold
70
﹤0.01% 619
2015
Q4
$6K Hold
70
﹤0.01% 590
2015
Q3
$6K Sell
70
-13
-16% -$1.11K ﹤0.01% 596
2015
Q2
$7K Hold
83
﹤0.01% 572
2015
Q1
$7K Hold
83
﹤0.01% 551
2014
Q4
$7K Hold
83
﹤0.01% 561
2014
Q3
$7K Buy
+83
New +$7K ﹤0.01% 539
2014
Q2
Sell
-13
Closed -$1K 845
2014
Q1
$1K Hold
13
﹤0.01% 797
2013
Q4
$1K Hold
13
﹤0.01% 733
2013
Q3
$1K Hold
13
﹤0.01% 828
2013
Q2
$1K Buy
+13
New +$1K ﹤0.01% 849