LFA
Level Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
23,096
+4,544
| +24% | +$351K | 0.56% | 36 |
|
|
2025
Q1 | $1.42M | Sell |
18,552
-1,446
| -7% | -$111K | 0.48% | 37 |
|
|
2024
Q4 | $1.49M | Buy |
19,998
+7,457
| +59% | +$557K | 0.55% | 34 |
|
|
2024
Q3 | $983K | Buy |
12,541
+5,150
| +70% | +$404K | 0.38% | 40 |
|
|
2024
Q2 | $554K | Buy |
7,391
+3,904
| +112% | +$292K | 0.24% | 45 |
|
|
2024
Q1 | $263K | Buy |
3,487
+834
| +31% | +$62.9K | 0.12% | 65 |
|
|
2023
Q4 | $203K | Buy |
2,653
+103
| +4% | +$7.87K | 0.1% | 66 |
|
|
2023
Q3 | $184K | Buy |
2,550
+32
| +1% | +$2.31K | 0.1% | 63 |
|
|
2023
Q2 | $189K | Buy |
2,518
+20
| +0.8% | +$1.51K | 0.11% | 60 |
|
|
2023
Q1 | $192K | Sell |
2,498
-164
| -6% | -$12.6K | 0.12% | 53 |
|
|
2022
Q4 | $198K | Buy |
2,662
+183
| +7% | +$13.6K | 0.13% | 50 |
|
|
2022
Q3 | $182K | Sell |
2,479
-563
| -19% | -$41.3K | 0.13% | 51 |
|
|
2022
Q2 | $236K | Buy |
3,042
+721
| +31% | +$55.9K | 0.17% | 45 |
|
|
2022
Q1 | $190K | Buy |
2,321
+592
| +34% | +$48.5K | 0.15% | 44 |
|
|
2021
Q4 | $151K | Buy |
+1,729
| New | +$151K | 0.12% | 49 |
|