Level Four 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 | $2.59M | Buy |
33,529
+2,365
| +8% | +$183K | 0.1% | 231 |
|
|
2025
Q1 | $2.39M | Buy |
31,164
+415
| +1% | +$31.8K | 0.1% | 229 |
|
|
2024
Q4 | $2.3M | Buy |
30,749
+1,650
| +6% | +$123K | 0.09% | 230 |
|
|
2024
Q3 | $2.21M | Buy |
29,099
+1,817
| +7% | +$138K | 0.09% | 229 |
|
|
2024
Q2 | $2.04M | Buy |
27,282
+11,360
| +71% | +$851K | 0.09% | 233 |
|
|
2024
Q1 | $1.22M | Hold |
15,922
| – | – | 0.07% | 267 |
|
|
2023
Q4 | $1.22M | Buy |
15,922
+12,730
| +399% | +$972K | 0.07% | 267 |
|
|
2023
Q3 | $231K | Buy |
+3,192
| New | +$231K | 0.01% | 646 |
|
|
2022
Q2 | – | Sell |
-2,957
| Closed | -$242K | – | 567 |
|
|
2022
Q1 | $242K | Sell |
2,957
-244
| -8% | -$20K | 0.02% | 555 |
|
|
2021
Q4 | $280K | Buy |
+3,201
| New | +$280K | 0.02% | 520 |
|
|
2021
Q3 | – | Sell |
-7,715
| Closed | -$694K | – | 481 |
|
|
2021
Q2 | $694K | Buy |
7,715
+637
| +9% | +$57.3K | 0.05% | 330 |
|
|
2021
Q1 | $628K | Buy |
7,078
+465
| +7% | +$41.3K | 0.05% | 341 |
|
|
2020
Q4 | $614K | Sell |
6,613
-345
| -5% | -$32K | 0.05% | 330 |
|
|
2020
Q3 | $650K | Buy |
6,958
+898
| +15% | +$83.9K | 0.05% | 304 |
|
|
2020
Q2 | $565K | Sell |
6,060
-1,814
| -23% | -$169K | 0.04% | 345 |
|
|
2020
Q1 | $704K | Sell |
7,874
-137
| -2% | -$12.2K | 0.08% | 255 |
|
|
2019
Q4 | $697K | Buy |
8,011
+888
| +12% | +$77.3K | 0.03% | 336 |
|
|
2019
Q3 | $627K | Sell |
7,123
-2,645
| -27% | -$233K | 0.06% | 287 |
|
|
2019
Q2 | $845K | Sell |
9,768
-554
| -5% | -$47.9K | 0.09% | 226 |
|
|
2019
Q1 | $866K | Buy |
10,322
+1,613
| +19% | +$135K | 0.1% | 212 |
|
|
2018
Q4 | $708K | Buy |
8,709
+359
| +4% | +$29.2K | 0.09% | 227 |
|
|
2018
Q3 | $672K | Sell |
8,350
-1,448
| -15% | -$117K | 0.07% | 278 |
|
|
2018
Q2 | $793K | Sell |
9,798
-26,277
| -73% | -$2.13M | 0.06% | 283 |
|
|
2018
Q1 | $2.95M | Buy |
36,075
+1,705
| +5% | +$139K | 0.23% | 93 |
|
|
2017
Q4 | $2.88M | Buy |
34,370
+4,200
| +14% | +$352K | 0.22% | 94 |
|
|
2017
Q3 | $2.55M | Buy |
30,170
+25,104
| +496% | +$2.13M | 0.23% | 89 |
|
|
2017
Q2 | $425K | Sell |
5,066
-44,051
| -90% | -$3.7M | 0.07% | 286 |
|
|
2017
Q1 | $4.11M | Sell |
49,117
-768
| -2% | -$64.2K | 0.42% | 52 |
|
|
2016
Q4 | $4.14M | Buy |
+49,885
| New | +$4.14M | 0.53% | 34 |
|