MHR
Matthew Hamilton Rosenberg’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 | $29M | Sell |
375,078
-27,435
| -7% | -$2.12M | 6.75% | 4 |
|
|
2025
Q1 | $30.8M | Buy |
402,513
+23,546
| +6% | +$1.8M | 7.73% | 4 |
|
|
2024
Q4 | $28.3M | Buy |
378,967
+13,339
| +4% | +$997K | 7.36% | 4 |
|
|
2024
Q3 | $28.7M | Buy |
365,628
+22,649
| +7% | +$1.78M | 7.5% | 4 |
|
|
2024
Q2 | $25.5M | Buy |
342,979
+58,527
| +21% | +$4.35M | 7.52% | 4 |
|
|
2024
Q1 | $21.2M | Buy |
284,452
+13,256
| +5% | +$989K | 6.13% | 4 |
|
|
2023
Q4 | $20.7M | Buy |
271,196
+9,052
| +3% | +$691K | 6.37% | 4 |
|
|
2023
Q3 | $19M | Buy |
262,144
+262,051
| +281,775% | +$18.9M | 6.31% | 4 |
|
|
2023
Q2 | $6.97K | Sell |
93
-613
| -87% | -$45.9K | ﹤0.01% | 666 |
|
|
2023
Q1 | $54.1K | Hold |
706
| – | – | 0.02% | 445 |
|
|
2022
Q4 | $52.4K | Hold |
706
| – | – | 0.02% | 449 |
|
|
2022
Q3 | $52K | Hold |
706
| – | – | 0.02% | 428 |
|
|
2022
Q2 | $55K | Sell |
706
-432
| -38% | -$33.7K | 0.02% | 427 |
|
|
2022
Q1 | $93K | Sell |
1,138
-94
| -8% | -$7.68K | 0.03% | 320 |
|
|
2021
Q4 | $108K | Hold |
1,232
| – | – | 0.04% | 279 |
|
|
2021
Q3 | $110K | Buy |
1,232
+1,114
| +944% | +$99.5K | 0.04% | 269 |
|
|
2021
Q2 | $11K | Hold |
118
| – | – | 0.01% | 508 |
|
|
2021
Q1 | $10K | Hold |
118
| – | – | 0.01% | 491 |
|
|
2020
Q4 | $11K | Hold |
118
| – | – | 0.01% | 462 |
|
|
2020
Q3 | $11K | Hold |
118
| – | – | 0.01% | 442 |
|
|
2020
Q2 | $11K | Buy |
+118
| New | +$11K | 0.01% | 468 |
|