Mogy Joel R 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 | $456K | Hold |
5,900
| – | – | 0.03% | 81 |
|
|
2025
Q1 | $452K | Hold |
5,900
| – | – | 0.03% | 81 |
|
|
2024
Q4 | $441K | Hold |
5,900
| – | – | 0.03% | 85 |
|
|
2024
Q3 | $462K | Hold |
5,900
| – | – | 0.03% | 85 |
|
|
2024
Q2 | $442K | Hold |
5,900
| – | – | 0.03% | 80 |
|
|
2024
Q1 | $445K | Hold |
5,900
| – | – | 0.03% | 80 |
|
|
2023
Q4 | $451K | Sell |
5,900
-975
| -14% | -$74.5K | 0.03% | 79 |
|
|
2023
Q3 | $497K | Hold |
6,875
| – | – | 0.04% | 83 |
|
|
2023
Q2 | $517K | Hold |
6,875
| – | – | 0.04% | 89 |
|
|
2023
Q1 | $528K | Buy |
+6,875
| New | +$528K | 0.05% | 90 |
|