IA
IFG Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.44M | Buy |
96,191
+14,339
| +18% | +$1.11M | 1.25% | 17 |
|
2025
Q1 | $6.27M | Buy |
81,852
+8,784
| +12% | +$673K | 1.21% | 18 |
|
2024
Q4 | $5.46M | Buy |
73,068
+9,555
| +15% | +$714K | 1.09% | 18 |
|
2024
Q3 | $4.98M | Buy |
63,513
+11,364
| +22% | +$891K | 1.06% | 18 |
|
2024
Q2 | $3.91M | Buy |
52,149
+5,048
| +11% | +$378K | 0.92% | 22 |
|
2024
Q1 | $3.55M | Buy |
47,101
+3,011
| +7% | +$227K | 0.92% | 20 |
|
2023
Q4 | $3.37M | Buy |
44,090
+8,379
| +23% | +$640K | 0.99% | 19 |
|
2023
Q3 | $2.58M | Buy |
35,711
+4,958
| +16% | +$359K | 0.92% | 21 |
|
2023
Q2 | $2.31M | Buy |
30,753
+18,313
| +147% | +$1.38M | 0.82% | 22 |
|
2023
Q1 | $955K | Sell |
12,440
-1,699
| -12% | -$130K | 0.38% | 35 |
|
2022
Q4 | $1.05M | Sell |
14,139
-1,244
| -8% | -$92.5K | 0.46% | 29 |
|
2022
Q3 | $1.13M | Sell |
15,383
-895
| -5% | -$65.7K | 0.57% | 27 |
|
2022
Q2 | $1.26M | Sell |
16,278
-587
| -3% | -$45.6K | 0.64% | 27 |
|
2022
Q1 | $1.38M | Buy |
16,865
+1,123
| +7% | +$92K | 0.61% | 27 |
|
2021
Q4 | $1.38M | Buy |
15,742
+2,572
| +20% | +$225K | 0.58% | 25 |
|
2021
Q3 | $1.18M | Buy |
13,170
+3,932
| +43% | +$352K | 0.54% | 31 |
|
2021
Q2 | $831K | Buy |
9,238
+6,866
| +289% | +$618K | 0.4% | 37 |
|
2021
Q1 | $210K | Buy |
+2,372
| New | +$210K | 0.11% | 89 |
|