LIM
Loudon Investment Management’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 | $353K | Buy |
4,568
+53
| +1% | +$4.1K | 0.2% | 83 |
|
|
2025
Q1 | $346K | Hold |
4,515
| – | – | 0.2% | 81 |
|
|
2024
Q4 | $337K | Buy |
4,515
+1,061
| +31% | +$79.3K | 0.19% | 81 |
|
|
2024
Q3 | $271K | Buy |
3,454
+779
| +29% | +$61.1K | 0.15% | 91 |
|
|
2024
Q2 | $200K | Hold |
2,675
| – | – | 0.12% | 98 |
|
|
2024
Q1 | $202K | Sell |
2,675
-445
| -14% | -$33.6K | 0.12% | 96 |
|
|
2023
Q4 | $238K | Hold |
3,120
| – | – | 0.15% | 90 |
|
|
2023
Q3 | $226K | Sell |
3,120
-385
| -11% | -$27.8K | 0.16% | 91 |
|
|
2023
Q2 | $264K | Sell |
3,505
-210
| -6% | -$15.8K | 0.17% | 85 |
|
|
2023
Q1 | $285K | Hold |
3,715
| – | – | 0.2% | 83 |
|
|
2022
Q4 | $276K | Hold |
3,715
| – | – | 0.2% | 84 |
|
|
2022
Q3 | $273K | Hold |
3,715
| – | – | 0.22% | 80 |
|
|
2022
Q2 | $288K | Hold |
3,715
| – | – | 0.22% | 79 |
|
|
2022
Q1 | $304K | Buy |
3,715
+105
| +3% | +$8.59K | 0.2% | 79 |
|
|
2021
Q4 | $316K | Sell |
3,610
-1,300
| -26% | -$114K | 0.2% | 80 |
|
|
2021
Q3 | $439K | Buy |
4,910
+280
| +6% | +$25K | 0.31% | 64 |
|
|
2021
Q2 | $417K | Sell |
4,630
-115
| -2% | -$10.4K | 0.28% | 66 |
|
|
2021
Q1 | $421K | Buy |
4,745
+330
| +7% | +$29.3K | 0.3% | 59 |
|
|
2020
Q4 | $410K | Buy |
4,415
+1,500
| +51% | +$139K | 0.32% | 56 |
|
|
2020
Q3 | $272K | Hold |
2,915
| – | – | 0.23% | 66 |
|
|
2020
Q2 | $272K | Buy |
2,915
+125
| +4% | +$11.7K | 0.23% | 65 |
|
|
2020
Q1 | $249K | Buy |
2,790
+280
| +11% | +$25K | 0.26% | 69 |
|
|
2019
Q4 | $219K | Buy |
+2,510
| New | +$219K | 0.17% | 84 |
|
|
2017
Q1 | – | Sell |
-3,510
| Closed | -$292K | – | 90 |
|
|
2016
Q4 | $292K | Sell |
3,510
-210
| -6% | -$17.5K | 0.23% | 68 |
|
|
2016
Q3 | $326K | Hold |
3,720
| – | – | 0.25% | 64 |
|
|
2016
Q2 | $328K | Hold |
3,720
| – | – | 0.26% | 65 |
|
|
2016
Q1 | $321K | Hold |
3,720
| – | – | 0.26% | 60 |
|
|
2015
Q4 | $309K | Hold |
3,720
| – | – | 0.25% | 63 |
|
|
2015
Q3 | $316K | Buy |
3,720
+486
| +15% | +$41.3K | 0.27% | 62 |
|
|
2015
Q2 | $271K | Hold |
3,234
| – | – | 0.21% | 69 |
|
|
2015
Q1 | $279K | Hold |
3,234
| – | – | 0.21% | 70 |
|
|
2014
Q4 | $274K | Hold |
3,234
| – | – | 0.2% | 67 |
|
|
2014
Q3 | $272K | Sell |
3,234
-217
| -6% | -$18.3K | 0.19% | 73 |
|
|
2014
Q2 | $292K | Hold |
3,451
| – | – | 0.2% | 75 |
|
|
2014
Q1 | $288K | Hold |
3,451
| – | – | 0.21% | 75 |
|
|
2013
Q4 | $282K | Buy |
+3,451
| New | +$282K | 0.21% | 74 |
|