Key Financial Inc’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 | $8.89K | Hold |
115
| – | – | ﹤0.01% | 882 |
|
|
2025
Q1 | $8.81K | Buy |
115
+91
| +379% | +$6.97K | ﹤0.01% | 845 |
|
|
2024
Q4 | $1.79K | Hold |
24
| – | – | ﹤0.01% | 1163 |
|
|
2024
Q3 | $1.88K | Hold |
24
| – | – | ﹤0.01% | 1119 |
|
|
2024
Q2 | $1.8K | Hold |
24
| – | – | ﹤0.01% | 1116 |
|
|
2024
Q1 | $1.81K | Hold |
24
| – | – | ﹤0.01% | 1111 |
|
|
2023
Q4 | $1.83K | Sell |
24
-775
| -97% | -$59.2K | ﹤0.01% | 1112 |
|
|
2023
Q3 | $57.8K | Buy |
799
+775
| +3,229% | +$56K | 0.02% | 381 |
|
|
2023
Q2 | $1.81K | Hold |
24
| – | – | ﹤0.01% | 1176 |
|
|
2023
Q1 | $1.84K | Hold |
24
| – | – | ﹤0.01% | 971 |
|
|
2022
Q4 | $1.76K | Hold |
24
| – | – | ﹤0.01% | 967 |
|
|
2022
Q3 | $2K | Hold |
24
| – | – | ﹤0.01% | 927 |
|
|
2022
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 921 |
|
|
2022
Q1 | $2K | Hold |
24
| – | – | ﹤0.01% | 908 |
|
|
2021
Q4 | $2K | Sell |
24
-1,235
| -98% | -$103K | ﹤0.01% | 805 |
|
|
2021
Q3 | $113K | Buy |
1,259
+1,235
| +5,146% | +$111K | 0.06% | 203 |
|
|
2021
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 758 |
|
|
2021
Q1 | $2K | Hold |
24
| – | – | ﹤0.01% | 670 |
|
|
2020
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 634 |
|
|
2020
Q2 | – | Sell |
-24
| Closed | -$2K | – | 145 |
|
|
2020
Q1 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 594 |
|