Investments & Financial Planning LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Buy |
|
|||||
|
2025
Q1 | $3.07M | Buy |
|
|||||
|
2024
Q4 | $2.69M | Buy |
|
|||||
|
2024
Q3 | $2.39M | Buy |
|
|||||
|
2024
Q2 | $2.2M | Buy |
|
|||||
|
2024
Q1 | $2.15M | Buy |
|
|||||
|
2023
Q4 | $2.06M | Buy |
|
|||||
|
2023
Q3 | $1.91M | Sell |
|
|||||
|
2023
Q2 | $2.01M | Sell |
|
|||||
|
2023
Q1 | $2.16M | Sell |
|
|||||
|
2022
Q4 | $2.15M | Buy |
|
|||||
|
2022
Q2 | $2.45M | Buy |
|
|||||
|
2022
Q1 | $2.57M | Sell |
|
|||||
|
2021
Q4 | $2.64M | Buy |
|