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 |
|