LifePlan Investment Advisors’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 | $666K | Buy |
8,613
+336
| +4% | +$26K | 0.33% | 64 |
|
|
2025
Q1 | $634K | Buy |
8,277
+853
| +11% | +$65.3K | 0.36% | 63 |
|
|
2024
Q4 | $555K | Buy |
7,424
+1,239
| +20% | +$92.6K | 0.34% | 58 |
|
|
2024
Q3 | $485K | Buy |
6,185
+1,189
| +24% | +$93.2K | 0.31% | 57 |
|
|
2024
Q2 | $374K | Buy |
4,996
+843
| +20% | +$63.1K | 0.27% | 64 |
|
|
2024
Q1 | $313K | Buy |
+4,153
| New | +$313K | 0.25% | 66 |
|