HT Partners’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 | $1.64M | Sell |
21,261
-76
| -0.4% | -$5.88K | 0.5% | 21 |
|
2025
Q1 | $1.63M | Buy |
21,337
+2,167
| +11% | +$166K | 0.56% | 20 |
|
2024
Q4 | $1.43M | Sell |
19,170
-1,328
| -6% | -$99.2K | 0.49% | 20 |
|
2024
Q3 | $1.61M | Buy |
20,498
+2,022
| +11% | +$158K | 0.57% | 17 |
|
2024
Q2 | $1.38M | Buy |
18,476
+1,150
| +7% | +$86.1K | 0.49% | 19 |
|
2024
Q1 | $1.31M | Buy |
17,326
+1,767
| +11% | +$133K | 0.47% | 19 |
|
2023
Q4 | $1.19M | Sell |
15,559
-128,340
| -89% | -$9.8M | 0.47% | 18 |
|
2023
Q3 | $10.4M | Buy |
143,899
+10,645
| +8% | +$770K | 3.11% | 8 |
|
2023
Q2 | $10M | Sell |
133,254
-161
| -0.1% | -$12.1K | 2.89% | 8 |
|
2023
Q1 | $10.2M | Buy |
133,415
+21,391
| +19% | +$1.64M | 3.02% | 8 |
|
2022
Q4 | $8.33M | Buy |
112,024
+98,562
| +732% | +$7.33M | 2.74% | 8 |
|
2022
Q3 | $989K | Sell |
13,462
-166
| -1% | -$12.2K | 0.42% | 17 |
|
2022
Q2 | $1.06M | Sell |
13,628
-86,719
| -86% | -$6.73M | 0.42% | 17 |
|
2022
Q1 | $8.22M | Buy |
100,347
+2,142
| +2% | +$175K | 2.53% | 8 |
|
2021
Q4 | $8.61M | Sell |
98,205
-21,503
| -18% | -$1.88M | 2.51% | 9 |
|
2021
Q3 | $10.7M | Buy |
119,708
+6,457
| +6% | +$578K | 3.27% | 6 |
|
2021
Q2 | $10.2M | Buy |
113,251
+2,487
| +2% | +$224K | 3.13% | 7 |
|
2021
Q1 | $9.83M | Buy |
110,764
+12,165
| +12% | +$1.08M | 3.25% | 6 |
|
2020
Q4 | $9.16M | Buy |
98,599
+4,182
| +4% | +$388K | 3.09% | 6 |
|
2020
Q3 | $8.83M | Buy |
94,417
+640
| +0.7% | +$59.8K | 3.35% | 6 |
|
2020
Q2 | $8.74M | Sell |
93,777
-99
| -0.1% | -$9.23K | 3.52% | 6 |
|
2020
Q1 | $8.39M | Sell |
93,876
-18,834
| -17% | -$1.68M | 3.85% | 6 |
|
2019
Q4 | $9.83M | Sell |
112,710
-54
| -0% | -$4.71K | 3.93% | 6 |
|
2019
Q3 | $9.92M | Sell |
112,764
-321
| -0.3% | -$28.2K | 4.18% | 6 |
|
2019
Q2 | $9.78M | Sell |
113,085
-232
| -0.2% | -$20.1K | 4.12% | 6 |
|
2019
Q1 | $9.51M | Sell |
113,317
-569
| -0.5% | -$47.8K | 4.13% | 6 |
|
2018
Q4 | $9.26M | Buy |
113,886
+102,980
| +944% | +$8.37M | 4.46% | 6 |
|
2018
Q3 | $875K | Sell |
10,906
-104,736
| -91% | -$8.4M | 0.35% | 11 |
|
2018
Q2 | $9.34M | Buy |
115,642
+1,043
| +0.9% | +$84.2K | 3.84% | 8 |
|
2018
Q1 | $9.37M | Buy |
114,599
+1,223
| +1% | +$100K | 3.84% | 8 |
|
2017
Q4 | $9.48M | Buy |
113,376
+27,730
| +32% | +$2.32M | 3.86% | 8 |
|
2017
Q3 | $7.24M | Buy |
85,646
+5,771
| +7% | +$488K | 3.19% | 7 |
|
2017
Q2 | $6.75M | Buy |
79,875
+2,988
| +4% | +$253K | 3.05% | 7 |
|
2017
Q1 | $6.43M | Buy |
76,887
+13,758
| +22% | +$1.15M | 2.97% | 7 |
|
2016
Q4 | $5.24M | Sell |
63,129
-6,368
| -9% | -$529K | 2.79% | 7 |
|
2016
Q3 | $6.09M | Buy |
69,497
+1,970
| +3% | +$173K | 3.5% | 6 |
|
2016
Q2 | $5.95M | Buy |
67,527
+1,079
| +2% | +$95K | 3.21% | 7 |
|
2016
Q1 | $5.71M | Buy |
+66,448
| New | +$5.71M | 3.32% | 7 |
|