Leavell Investment Management’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 | $676K | Buy |
8,745
+514
| +6% | +$39.8K | 0.03% | 353 |
|
|
2025
Q1 | $630K | Buy |
8,231
+799
| +11% | +$61.2K | 0.03% | 342 |
|
|
2024
Q4 | $555K | Sell |
7,432
-1,190
| -14% | -$88.9K | 0.03% | 356 |
|
|
2024
Q3 | $676K | Buy |
8,622
+5,263
| +157% | +$412K | 0.03% | 341 |
|
|
2024
Q2 | $252K | Hold |
3,359
| – | – | 0.01% | 460 |
|
|
2024
Q1 | $253K | Sell |
3,359
-80
| -2% | -$6.03K | 0.01% | 443 |
|
|
2023
Q4 | $263K | Hold |
3,439
| – | – | 0.02% | 421 |
|
|
2023
Q3 | $249K | Buy |
3,439
+289
| +9% | +$20.9K | 0.02% | 421 |
|
|
2023
Q2 | $237K | Sell |
3,150
-150
| -5% | -$11.3K | 0.02% | 430 |
|
|
2023
Q1 | $253K | Hold |
3,300
| – | – | 0.02% | 404 |
|
|
2022
Q4 | $245K | Sell |
3,300
-1,000
| -23% | -$74.2K | 0.02% | 401 |
|
|
2022
Q3 | $316K | Hold |
4,300
| – | – | 0.03% | 364 |
|
|
2022
Q2 | $334K | Hold |
4,300
| – | – | 0.03% | 360 |
|
|
2022
Q1 | $352K | Hold |
4,300
| – | – | 0.02% | 348 |
|
|
2021
Q4 | $377K | Sell |
4,300
-100
| -2% | -$8.77K | 0.03% | 356 |
|
|
2021
Q3 | $394K | Sell |
4,400
-90
| -2% | -$8.06K | 0.03% | 322 |
|
|
2021
Q2 | $398K | Hold |
4,490
| – | – | 0.03% | 309 |
|
|
2021
Q1 | $398K | Buy |
4,490
+150
| +3% | +$13.3K | 0.03% | 309 |
|
|
2020
Q4 | $403K | Sell |
4,340
-214
| -5% | -$19.9K | 0.03% | 292 |
|
|
2020
Q3 | $426K | Buy |
4,554
+214
| +5% | +$20K | 0.04% | 276 |
|
|
2020
Q2 | $404K | Hold |
4,340
| – | – | 0.04% | 283 |
|
|
2020
Q1 | $388K | Hold |
4,340
| – | – | 0.05% | 263 |
|
|
2019
Q4 | $379K | Buy |
4,340
+1,100
| +34% | +$96.1K | 0.04% | 291 |
|
|
2019
Q3 | $285K | Buy |
3,240
+120
| +4% | +$10.6K | 0.03% | 326 |
|
|
2019
Q2 | $270K | Buy |
+3,120
| New | +$270K | 0.03% | 336 |
|
|
2018
Q1 | – | Sell |
-4,079
| Closed | -$342K | – | 371 |
|
|
2017
Q4 | $342K | Buy |
4,079
+300
| +8% | +$25.2K | 0.04% | 302 |
|
|
2017
Q3 | $320K | Hold |
3,779
| – | – | 0.04% | 300 |
|
|
2017
Q2 | $319K | Sell |
3,779
-1,350
| -26% | -$114K | 0.04% | 307 |
|
|
2017
Q1 | $429K | Sell |
5,129
-931
| -15% | -$77.9K | 0.06% | 258 |
|
|
2016
Q4 | $503K | Hold |
6,060
| – | – | 0.07% | 233 |
|
|
2016
Q3 | $531K | Buy |
6,060
+570
| +10% | +$49.9K | 0.08% | 225 |
|
|
2016
Q2 | $484K | Hold |
5,490
| – | – | 0.07% | 241 |
|
|
2016
Q1 | $474K | Hold |
5,490
| – | – | 0.07% | 232 |
|
|
2015
Q4 | $456K | Hold |
5,490
| – | – | 0.07% | 238 |
|
|
2015
Q3 | $466K | Sell |
5,490
-123
| -2% | -$10.4K | 0.07% | 228 |
|
|
2015
Q2 | $471K | Sell |
5,613
-218
| -4% | -$18.3K | 0.07% | 243 |
|
|
2015
Q1 | $503K | Sell |
5,831
-200
| -3% | -$17.3K | 0.08% | 233 |
|
|
2014
Q4 | $511K | Buy |
6,031
+69
| +1% | +$5.85K | 0.08% | 230 |
|
|
2014
Q3 | $502K | Buy |
5,962
+480
| +9% | +$40.4K | 0.08% | 232 |
|
|
2014
Q2 | $464K | Hold |
5,482
| – | – | 0.07% | 246 |
|
|
2014
Q1 | $457K | Hold |
5,482
| – | – | 0.08% | 240 |
|
|
2013
Q4 | $448K | Sell |
5,482
-1,082
| -16% | -$88.4K | 0.08% | 240 |
|
|
2013
Q3 | $548K | Sell |
6,564
-14,781
| -69% | -$1.23M | 0.1% | 201 |
|
|
2013
Q2 | $1.78M | Buy |
+21,345
| New | +$1.78M | 0.33% | 82 |
|