Investments & Financial Planning LLC’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 | $3.19M | Buy |
41,296
+1,225
| +3% | +$94.7K | 1.84% | 10 |
|
|
2025
Q1 | $3.07M | Buy |
40,071
+4,094
| +11% | +$313K | 1.99% | 9 |
|
|
2024
Q4 | $2.69M | Buy |
35,977
+5,461
| +18% | +$408K | 1.66% | 10 |
|
|
2024
Q3 | $2.39M | Buy |
30,516
+1,145
| +4% | +$89.7K | 1.51% | 10 |
|
|
2024
Q2 | $2.2M | Buy |
29,371
+919
| +3% | +$68.8K | 1.48% | 10 |
|
|
2024
Q1 | $2.15M | Buy |
28,452
+1,527
| +6% | +$115K | 1.47% | 9 |
|
|
2023
Q4 | $2.06M | Buy |
26,925
+510
| +2% | +$39K | 1.54% | 9 |
|
|
2023
Q3 | $1.91M | Sell |
26,415
-359
| -1% | -$26K | 1.7% | 12 |
|
|
2023
Q2 | $2.01M | Sell |
26,774
-1,327
| -5% | -$99.8K | 1.74% | 12 |
|
|
2023
Q1 | $2.16M | Sell |
28,101
-874
| -3% | -$67.1K | 1.98% | 10 |
|
|
2022
Q4 | $2.15M | Buy |
+28,975
| New | +$2.15M | 2.11% | 9 |
|
|
2022
Q2 | $2.45M | Buy |
31,582
+253
| +0.8% | +$19.6K | 2.53% | 9 |
|
|
2022
Q1 | $2.57M | Sell |
31,329
-104
| -0.3% | -$8.52K | 2.24% | 9 |
|
|
2021
Q4 | $2.64M | Buy |
+31,433
| New | +$2.64M | 2.37% | 9 |
|