Joel Isaacson & Co’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 | $6.9M | Buy |
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|
2025
Q1 | $6.8M | Buy |
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|
2024
Q4 | $6M | Buy |
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|
2024
Q3 | $5.04M | Buy |
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|
2024
Q2 | $3.24M | Buy |
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|
2024
Q1 | $2.59M | Buy |
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|
2023
Q4 | $1.46M | Buy |
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|
2023
Q3 | $464K | Buy |
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|
2023
Q2 | $361K | Hold |
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|
2023
Q1 | $368K | Hold |
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|
2022
Q4 | $357K | Sell |
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|
2022
Q3 | $520K | Buy |
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|
2022
Q2 | $545K | Hold |
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|
2022
Q1 | $556K | Sell |
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|
2021
Q4 | $723K | Hold |
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|
2021
Q3 | $738K | Hold |
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|
2021
Q2 | $742K | Hold |
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|
2021
Q1 | $732K | Hold |
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|
2020
Q4 | $766K | Hold |
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|
2020
Q3 | $771K | Buy |
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|
2020
Q2 | $675K | Hold |
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|
2020
Q1 | $647K | Hold |
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|
2019
Q4 | $632K | Buy |
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|
2019
Q3 | $612K | Hold |
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|
2019
Q2 | $601K | Buy |
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|
2019
Q1 | $525K | Buy |
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|
2018
Q4 | $469K | Buy |
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|
2018
Q3 | $439K | Hold |
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|
2018
Q2 | $441K | Buy |
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|
2018
Q1 | $405K | Sell |
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|
2017
Q4 | $532K | Buy |
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|
2017
Q3 | $499K | Buy |
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|
2017
Q2 | $495K | Sell |
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|
2017
Q1 | $548K | Buy |
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|
2016
Q4 | $495K | Hold |
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|
2016
Q3 | $522K | Hold |
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|
2016
Q2 | $524K | Buy |
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|
2016
Q1 | $427K | Buy |
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|
2015
Q4 | $329K | Buy |
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|
2015
Q3 | $251K | Buy |
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|
2015
Q2 | $218K | Buy |
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|
2015
Q1 | $93K | Buy |
|