MFT
Moisand Fitzgerald Tamayo’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 | $2.57M | Sell |
33,287
-286,307
| -90% | -$22.1M | 0.33% | 30 |
|
2025
Q1 | $24.5M | Sell |
319,594
-102,088
| -24% | -$7.82M | 3.39% | 10 |
|
2024
Q4 | $31.5M | Buy |
421,682
+19,665
| +5% | +$1.47M | 4.45% | 8 |
|
2024
Q3 | $31.5M | Buy |
402,017
+29,891
| +8% | +$2.34M | 4.32% | 8 |
|
2024
Q2 | $27.9M | Buy |
372,126
+58,972
| +19% | +$4.42M | 4.17% | 9 |
|
2024
Q1 | $23.6M | Buy |
313,154
+155,823
| +99% | +$11.7M | 3.61% | 12 |
|
2023
Q4 | $12M | Buy |
157,331
+154,320
| +5,125% | +$11.8M | 2.08% | 15 |
|
2023
Q3 | $218K | Sell |
3,011
-578
| -16% | -$41.8K | 0.05% | 92 |
|
2023
Q2 | $270K | Sell |
3,589
-183
| -5% | -$13.8K | 0.06% | 86 |
|
2023
Q1 | $289K | Sell |
3,772
-111
| -3% | -$8.52K | 0.06% | 85 |
|
2022
Q4 | $289K | Buy |
3,883
+4
| +0.1% | +$297 | 0.07% | 83 |
|
2022
Q3 | $285K | Sell |
3,879
-1,868
| -33% | -$137K | 0.08% | 79 |
|
2022
Q2 | $446K | Buy |
5,747
+2,095
| +57% | +$163K | 0.12% | 70 |
|
2022
Q1 | $299K | Sell |
3,652
-5,458
| -60% | -$447K | 0.14% | 63 |
|
2021
Q4 | $798K | Buy |
9,110
+328
| +4% | +$28.7K | 0.22% | 55 |
|
2021
Q3 | $785K | Sell |
8,782
-34
| -0.4% | -$3.04K | 0.26% | 55 |
|
2021
Q2 | $793K | Buy |
8,816
+2,925
| +50% | +$263K | 0.29% | 49 |
|
2021
Q1 | $523K | Sell |
5,891
-838
| -12% | -$74.4K | 0.23% | 55 |
|
2020
Q4 | $625K | Sell |
6,729
-340
| -5% | -$31.6K | 0.28% | 52 |
|
2020
Q3 | $661K | Buy |
7,069
+561
| +9% | +$52.5K | 0.34% | 46 |
|
2020
Q2 | $606K | Buy |
6,508
+2,143
| +49% | +$200K | 0.33% | 49 |
|
2020
Q1 | $390K | Sell |
4,365
-1,201
| -22% | -$107K | 0.25% | 52 |
|
2019
Q4 | $485K | Buy |
5,566
+246
| +5% | +$21.4K | 0.25% | 52 |
|
2019
Q3 | $468K | Sell |
5,320
-823
| -13% | -$72.4K | 0.25% | 53 |
|
2019
Q2 | $531K | Buy |
6,143
+31
| +0.5% | +$2.68K | 0.29% | 52 |
|
2019
Q1 | $513K | Sell |
6,112
-846
| -12% | -$71K | 0.29% | 52 |
|
2018
Q4 | $566K | Sell |
6,958
-220
| -3% | -$17.9K | 0.35% | 45 |
|
2018
Q3 | $578K | Sell |
7,178
-538
| -7% | -$43.3K | 0.32% | 48 |
|
2018
Q2 | $625K | Sell |
7,716
-602
| -7% | -$48.8K | 0.36% | 43 |
|
2018
Q1 | $680K | Sell |
8,318
-26,894
| -76% | -$2.2M | 0.4% | 40 |
|
2017
Q4 | $2.95M | Buy |
35,212
+4,815
| +16% | +$404K | 1.71% | 18 |
|
2017
Q3 | $2.57M | Buy |
30,397
+2,131
| +8% | +$180K | 1.57% | 18 |
|
2017
Q2 | $2.39M | Buy |
28,266
+32
| +0.1% | +$2.71K | 1.63% | 18 |
|
2017
Q1 | $2.36M | Buy |
28,234
+2,061
| +8% | +$172K | 1.66% | 18 |
|
2016
Q4 | $2.17M | Buy |
26,173
+73
| +0.3% | +$6.06K | 1.61% | 20 |
|
2016
Q3 | $2.29M | Buy |
26,100
+194
| +0.7% | +$17K | 1.74% | 18 |
|
2016
Q2 | $2.28M | Buy |
25,906
+3,269
| +14% | +$288K | 1.86% | 18 |
|
2016
Q1 | $1.95M | Buy |
22,637
+1,003
| +5% | +$86.5K | 1.58% | 19 |
|
2015
Q4 | $1.8M | Buy |
+21,634
| New | +$1.8M | 1.54% | 21 |
|