Leeward Financial Partners’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 | $5.41M | Buy |
70,002
+1,077
| +2% | +$83.3K | 1.72% | 21 |
|
|
2025
Q1 | $5.28M | Buy |
68,925
+7,413
| +12% | +$568K | 1.97% | 17 |
|
|
2024
Q4 | $4.6M | Buy |
61,512
+4,907
| +9% | +$367K | 1.64% | 20 |
|
|
2024
Q3 | $4.44M | Buy |
56,605
+4,561
| +9% | +$357K | 1.67% | 21 |
|
|
2024
Q2 | $3.9M | Buy |
52,044
+4,675
| +10% | +$350K | 1.58% | 21 |
|
|
2024
Q1 | $3.57M | Buy |
47,369
+4,759
| +11% | +$359K | 1.51% | 25 |
|
|
2023
Q4 | $3.25M | Buy |
42,610
+2,583
| +6% | +$197K | 1.57% | 24 |
|
|
2023
Q3 | $2.89M | Buy |
40,027
+7,418
| +23% | +$536K | 1.6% | 23 |
|
|
2023
Q2 | $2.45M | Buy |
32,609
+2,356
| +8% | +$177K | 1.41% | 27 |
|
|
2023
Q1 | $2.32M | Buy |
30,253
+2,137
| +8% | +$164K | 1.42% | 29 |
|
|
2022
Q4 | $2.09M | Buy |
+28,116
| New | +$2.09M | 1.44% | 29 |
|
|
2022
Q2 | – | Sell |
-3,341
| Closed | -$274K | – | 69 |
|
|
2022
Q1 | $274K | Sell |
3,341
-12,802
| -79% | -$1.05M | 0.17% | 62 |
|
|
2021
Q4 | $1.41M | Buy |
+16,143
| New | +$1.41M | 0.88% | 43 |
|