KPP Advisory Services’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 | $447K | Sell |
5,785
-344
| -6% | -$26.6K | 0.07% | 203 |
|
|
2025
Q1 | $469K | Sell |
6,129
-909
| -13% | -$69.6K | 0.09% | 183 |
|
|
2024
Q4 | $526K | Sell |
7,038
-483
| -6% | -$36.1K | 0.12% | 144 |
|
|
2024
Q3 | $589K | Sell |
7,521
-3,651
| -33% | -$286K | 0.14% | 125 |
|
|
2024
Q2 | $837K | Sell |
11,172
-10,340
| -48% | -$774K | 0.22% | 93 |
|
|
2024
Q1 | $1.62M | Buy |
+21,512
| New | +$1.62M | 0.45% | 57 |
|
|
2023
Q4 | – | Sell |
-40,315
| Closed | -$2.92M | – | 131 |
|
|
2023
Q3 | $2.92M | Buy |
+40,315
| New | +$2.92M | 0.96% | 24 |
|