Larson Financial Group’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 | $3.78M | Sell |
48,937
-14,056
| -22% | -$1.09M | 0.15% | 129 |
|
|
2025
Q1 | $4.82M | Sell |
62,993
-5,506
| -8% | -$422K | 0.23% | 86 |
|
|
2024
Q4 | $5.12M | Sell |
68,499
-17,202
| -20% | -$1.29M | 0.26% | 76 |
|
|
2024
Q3 | $6.72M | Sell |
85,701
-3,601
| -4% | -$282K | 0.38% | 54 |
|
|
2024
Q2 | $6.69M | Sell |
89,302
-9,416
| -10% | -$705K | 0.46% | 48 |
|
|
2024
Q1 | $7.44M | Buy |
98,718
+4,836
| +5% | +$365K | 0.58% | 38 |
|
|
2023
Q4 | $7.17M | Buy |
93,882
+5,958
| +7% | +$455K | 0.63% | 38 |
|
|
2023
Q3 | $6.36M | Buy |
87,924
+10,689
| +14% | +$773K | 0.63% | 36 |
|
|
2023
Q2 | $5.81M | Buy |
77,235
+18,215
| +31% | +$1.37M | 0.58% | 40 |
|
|
2023
Q1 | $4.53M | Buy |
59,020
+16,044
| +37% | +$1.23M | 0.49% | 41 |
|
|
2022
Q4 | $3.19M | Sell |
42,976
-22,208
| -34% | -$1.65M | 0.38% | 50 |
|
|
2022
Q3 | $4.79M | Buy |
65,184
+4,603
| +8% | +$338K | 0.68% | 27 |
|
|
2022
Q2 | $4.7M | Buy |
60,581
+4,970
| +9% | +$386K | 0.81% | 27 |
|
|
2022
Q1 | $4.56M | Buy |
55,611
+11,441
| +26% | +$937K | 0.73% | 29 |
|
|
2021
Q4 | $3.87M | Buy |
44,170
+7,901
| +22% | +$692K | 0.61% | 33 |
|
|
2021
Q3 | $3.24M | Buy |
36,269
+6,018
| +20% | +$538K | 0.64% | 31 |
|
|
2021
Q2 | $2.72M | Buy |
30,251
+10,442
| +53% | +$939K | 0.63% | 30 |
|
|
2021
Q1 | $1.76M | Buy |
19,809
+8,964
| +83% | +$796K | 0.52% | 29 |
|
|
2020
Q4 | $1.01M | Buy |
10,845
+9,318
| +610% | +$865K | 0.34% | 39 |
|
|
2020
Q3 | $143K | Buy |
1,527
+1,334
| +691% | +$125K | 0.06% | 106 |
|
|
2020
Q2 | $18K | Buy |
193
+25
| +15% | +$2.33K | 0.01% | 294 |
|
|
2020
Q1 | $15K | Sell |
168
-23
| -12% | -$2.05K | 0.01% | 243 |
|
|
2019
Q4 | $17K | Buy |
+191
| New | +$17K | 0.01% | 237 |
|