Institutional & Family Asset Management’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
Q2
$674 Sell
9
-18
-67% -$1.35K ﹤0.01% 678
2024
Q1
$2.04K Hold
27
﹤0.01% 576
2023
Q4
$2.06K Hold
27
﹤0.01% 556
2023
Q3
$1.95K Hold
27
﹤0.01% 556
2023
Q2
$2.03K Hold
27
﹤0.01% 568
2023
Q1
$2.07K Hold
27
﹤0.01% 562
2022
Q4
$2.01K Hold
27
﹤0.01% 557
2022
Q3
$2K Hold
27
﹤0.01% 571
2022
Q2
$2K Hold
27
﹤0.01% 579
2022
Q1
$2K Hold
27
﹤0.01% 629
2021
Q4
$2K Hold
27
﹤0.01% 648
2021
Q3
$2K Hold
27
﹤0.01% 754
2021
Q2
$2K Buy
27
+9
+50% +$667 ﹤0.01% 801
2021
Q1
$2K Sell
18
-1,032
-98% -$115K ﹤0.01% 775
2020
Q4
$97K Buy
1,050
+9
+0.9% +$831 0.02% 249
2020
Q3
$97K Buy
1,041
+3
+0.3% +$280 0.02% 227
2020
Q2
$97K Sell
1,038
-447
-30% -$41.8K 0.02% 236
2020
Q1
$133K Sell
1,485
-924
-38% -$82.8K 0.03% 177
2019
Q4
$210K Sell
2,409
-2
-0.1% -$174 0.04% 162
2019
Q3
$212K Sell
2,411
-40,926
-94% -$3.6M 0.05% 153
2019
Q2
$3.75M Sell
43,337
-9,982
-19% -$864K 0.81% 36
2019
Q1
$4.48M Sell
53,319
-1,255
-2% -$105K 0.94% 22
2018
Q4
$4.44M Sell
54,574
-4,108
-7% -$334K 0.99% 19
2018
Q3
$4.72M Buy
58,682
+6,784
+13% +$546K 0.93% 23
2018
Q2
$4.2M Buy
51,898
+10,254
+25% +$830K 0.88% 24
2018
Q1
$3.41M Buy
+41,644
New +$3.41M 0.72% 49