Joseph P. Lucia & Associates’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
Q3 | $2.68M | Sell |
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|
2025
Q2 | $2.94M | Buy |
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|
2025
Q1 | $2.87M | Sell |
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|
2024
Q4 | $2.93M | Sell |
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|
2024
Q3 | $3.26M | Buy |
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|
2024
Q2 | $2.73M | Buy |
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|
2024
Q1 | $2.63M | Buy |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $359K | Hold |
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|
2023
Q2 | $374K | Sell |
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|
2023
Q1 | $430K | Sell |
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|
2022
Q4 | $423K | Buy |
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|
2022
Q3 | $411K | Buy |
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|
2022
Q2 | $239K | Sell |
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|
2022
Q1 | $308K | Sell |
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|
2021
Q4 | $521K | Sell |
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|
2021
Q3 | $677K | Sell |
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|
2021
Q2 | $745K | Sell |
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|
2021
Q1 | $781K | Buy |
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|
2020
Q4 | $511K | Buy |
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|
2020
Q3 | $313K | Buy |
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|
2020
Q2 | $304K | Buy |
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|
2020
Q1 | $97K | Hold |
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|
2019
Q4 | $95K | Sell |
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|
2019
Q3 | $148K | Hold |
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|
2019
Q2 | $146K | Sell |
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|
2019
Q1 | $965 | Buy |
|