MFA
Mayflower Financial Advisors’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 | $1.16M | Buy |
15,024
+1,601
| +12% | +$124K | 0.16% | 132 |
|
2025
Q1 | $1.03M | Sell |
13,423
-505
| -4% | -$38.7K | 0.16% | 141 |
|
2024
Q4 | $1.04M | Buy |
13,928
+1,984
| +17% | +$148K | 0.16% | 131 |
|
2024
Q3 | $936K | Sell |
11,944
-1,464
| -11% | -$115K | 0.14% | 147 |
|
2024
Q2 | $1M | Sell |
13,408
-4,480
| -25% | -$336K | 0.16% | 130 |
|
2024
Q1 | $1.35M | Buy |
17,888
+2,295
| +15% | +$173K | 0.23% | 100 |
|
2023
Q4 | $1.19M | Sell |
15,593
-9,454
| -38% | -$722K | 0.16% | 118 |
|
2023
Q3 | $1.81M | Sell |
25,047
-5,759
| -19% | -$416K | 0.27% | 77 |
|
2023
Q2 | $2.32M | Buy |
30,806
+9,859
| +47% | +$742K | 0.3% | 72 |
|
2023
Q1 | $1.61M | Buy |
20,947
+5,554
| +36% | +$426K | 0.21% | 95 |
|
2022
Q4 | $1.14M | Buy |
15,393
+5,952
| +63% | +$442K | 0.16% | 111 |
|
2022
Q3 | $694K | Sell |
9,441
-5,173
| -35% | -$380K | 0.11% | 140 |
|
2022
Q2 | $1.14M | Buy |
14,614
+5,138
| +54% | +$399K | 0.17% | 104 |
|
2022
Q1 | $776K | Buy |
9,476
+3,559
| +60% | +$291K | 0.1% | 146 |
|
2021
Q4 | $518K | Buy |
5,917
+5
| +0.1% | +$438 | 0.07% | 191 |
|
2021
Q3 | $524K | Buy |
5,912
+5
| +0.1% | +$443 | 0.07% | 185 |
|
2021
Q2 | $531K | Buy |
5,907
+176
| +3% | +$15.8K | 0.07% | 165 |
|
2021
Q1 | $509K | Buy |
5,731
+2,000
| +54% | +$178K | 0.08% | 160 |
|
2020
Q4 | $346K | Buy |
+3,731
| New | +$346K | 0.06% | 183 |
|