Life Planning 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 | $1.67M | Sell |
21,592
-706
| -3% | -$54.6K | 1.33% | 20 |
|
|
2025
Q1 | $1.71M | Sell |
22,298
-146
| -0.7% | -$11.2K | 1.55% | 16 |
|
|
2024
Q4 | $1.68M | Sell |
22,444
-1,029
| -4% | -$76.9K | 1.55% | 16 |
|
|
2024
Q3 | $1.84M | Sell |
23,473
-95
| -0.4% | -$7.45K | 1.64% | 15 |
|
|
2024
Q2 | $1.77M | Sell |
23,568
-1,114
| -5% | -$83.4K | 1.6% | 16 |
|
|
2024
Q1 | $1.86M | Sell |
24,682
-848
| -3% | -$63.9K | 1.85% | 16 |
|
|
2023
Q4 | $1.95M | Buy |
+25,530
| New | +$1.95M | 1.92% | 15 |
|
|
2022
Q3 | $2.03M | Sell |
27,597
-408
| -1% | -$30K | 2.32% | 12 |
|
|
2022
Q2 | $2.17M | Buy |
28,005
+2,315
| +9% | +$180K | 2.44% | 12 |
|
|
2022
Q1 | $2.15M | Buy |
25,690
+9,608
| +60% | +$806K | 2.19% | 12 |
|
|
2021
Q4 | $1.41M | Buy |
+16,082
| New | +$1.41M | 1.42% | 19 |
|