Meridian Investment Counsel’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
$201K Buy
+2,593
New +$201K 0.05% 221
2024
Q4
Sell
-2,758
Closed -$216K 214
2024
Q3
$216K Hold
2,758
0.07% 203
2024
Q2
$207K Hold
2,758
0.07% 203
2024
Q1
$208K Hold
2,758
0.07% 196
2023
Q4
$211K Buy
+2,758
New +$211K 0.07% 196
2023
Q3
Sell
-2,813
Closed -$212K 205
2023
Q2
$212K Hold
2,813
0.08% 195
2023
Q1
$216K Hold
2,813
0.08% 193
2022
Q4
$209K Buy
2,813
+55
+2% +$4.09K 0.08% 188
2022
Q3
$203K Hold
2,758
0.09% 187
2022
Q2
$214K Hold
2,758
0.09% 184
2022
Q1
$226K Hold
2,758
0.08% 189
2021
Q4
$242K Hold
2,758
0.08% 190
2021
Q3
$247K Hold
2,758
0.09% 183
2021
Q2
$248K Hold
2,758
0.09% 178
2021
Q1
$245K Hold
2,758
0.09% 166
2020
Q4
$256K Hold
2,758
0.11% 159
2020
Q3
$258K Hold
2,758
0.13% 147
2020
Q2
$257K Hold
2,758
0.13% 146
2020
Q1
$246K Hold
2,758
0.16% 129
2019
Q4
$241K Hold
2,758
0.12% 158
2019
Q3
$243K Hold
2,758
0.13% 151
2019
Q2
$239K Hold
2,758
0.13% 149
2019
Q1
$231K Hold
2,758
0.14% 149
2018
Q4
$224K Sell
2,758
-296
-10% -$24K 0.15% 141
2018
Q3
$246K Sell
3,054
-1,033
-25% -$83.2K 0.13% 153
2018
Q2
$331K Hold
4,087
0.19% 121
2018
Q1
$334K Hold
4,087
0.19% 122
2017
Q4
$343K Hold
4,087
0.19% 122
2017
Q3
$346K Hold
4,087
0.2% 123
2017
Q2
$345K Hold
4,087
0.21% 126
2017
Q1
$342K Hold
4,087
0.21% 126
2016
Q4
$340K Hold
4,087
0.23% 118
2016
Q3
$358K Hold
4,087
0.24% 112
2016
Q2
$360K Hold
4,087
0.24% 110
2016
Q1
$353K Buy
4,087
+658
+19% +$56.8K 0.25% 110
2015
Q4
$285K Buy
+3,429
New +$285K 0.21% 120