Jacobsen Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Sell |
61,073
-20
| -0% | -$1.55K | 1.74% | 12 |
|
|
2025
Q1 | $4.68M | Buy |
61,093
+6,205
| +11% | +$475K | 2.03% | 11 |
|
|
2024
Q4 | $4.1M | Buy |
54,888
+3,693
| +7% | +$276K | 1.75% | 11 |
|
|
2024
Q3 | $4.01M | Buy |
51,195
+4,363
| +9% | +$342K | 1.69% | 11 |
|
|
2024
Q2 | $3.51M | Sell |
46,832
-3,611
| -7% | -$270K | 1.57% | 12 |
|
|
2024
Q1 | $3.8M | Buy |
+50,443
| New | +$3.8M | 1.76% | 10 |
|
|
2019
Q4 | $2.33M | Buy |
26,657
+624
| +2% | +$54.4K | 2.32% | 9 |
|
|
2019
Q3 | $2.29M | Buy |
26,033
+157
| +0.6% | +$13.8K | 2.2% | 9 |
|
|
2019
Q2 | $2.24M | Buy |
+25,876
| New | +$2.24M | 2.23% | 9 |
|