JPLA
Joseph P. Lucia & Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Buy |
38,052
+550
| +1% | +$42.5K | 1.2% | 24 |
|
|
2025
Q1 | $2.87M | Sell |
37,502
-1,664
| -4% | -$127K | 1.31% | 24 |
|
|
2024
Q4 | $2.93M | Sell |
39,166
-2,486
| -6% | -$186K | 1.3% | 23 |
|
|
2024
Q3 | $3.26M | Buy |
41,652
+5,254
| +14% | +$412K | 1.5% | 21 |
|
|
2024
Q2 | $2.73M | Buy |
36,398
+1,454
| +4% | +$109K | 1.4% | 20 |
|
|
2024
Q1 | $2.63M | Buy |
34,944
+15,935
| +84% | +$1.2M | 1.41% | 20 |
|
|
2023
Q4 | $1.45M | Buy |
19,009
+14,039
| +282% | +$1.07M | 0.9% | 36 |
|
|
2023
Q3 | $359K | Hold |
4,970
| – | – | 0.25% | 82 |
|
|
2023
Q2 | $374K | Sell |
4,970
-632
| -11% | -$47.5K | 0.25% | 84 |
|
|
2023
Q1 | $430K | Sell |
5,602
-90
| -2% | -$6.91K | 0.3% | 75 |
|
|
2022
Q4 | $423K | Buy |
5,692
+100
| +2% | +$7.43K | 0.32% | 75 |
|
|
2022
Q3 | $411K | Buy |
5,592
+2,512
| +82% | +$185K | 0.32% | 71 |
|
|
2022
Q2 | $239K | Sell |
3,080
-680
| -18% | -$52.8K | 0.17% | 92 |
|
|
2022
Q1 | $308K | Sell |
3,760
-2,190
| -37% | -$179K | 0.19% | 87 |
|
|
2021
Q4 | $521K | Sell |
5,950
-1,615
| -21% | -$141K | 0.33% | 70 |
|
|
2021
Q3 | $677K | Sell |
7,565
-715
| -9% | -$64K | 0.4% | 66 |
|
|
2021
Q2 | $745K | Sell |
8,280
-517
| -6% | -$46.5K | 0.45% | 60 |
|
|
2021
Q1 | $781K | Buy |
8,797
+3,295
| +60% | +$293K | 0.35% | 55 |
|
|
2020
Q4 | $511K | Buy |
5,502
+2,157
| +64% | +$200K | 0.36% | 68 |
|
|
2020
Q3 | $313K | Buy |
3,345
+80
| +2% | +$7.49K | 0.29% | 74 |
|
|
2020
Q2 | $304K | Buy |
3,265
+2,180
| +201% | +$203K | 0.27% | 74 |
|
|
2020
Q1 | $97K | Hold |
1,085
| – | – | 0.11% | 122 |
|
|
2019
Q4 | $95K | Sell |
1,085
-600
| -36% | -$52.5K | 0.09% | 134 |
|
|
2019
Q3 | $148K | Hold |
1,685
| – | – | 0.15% | 103 |
|
|
2019
Q2 | $146K | Sell |
1,685
-78,780
| -98% | -$6.83M | 0.15% | 99 |
|
|
2019
Q1 | $965 | Buy |
+80,465
| New | +$965 | 0.07% | 124 |
|