Neumann Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$12.7M Buy
2025
Q2
$11.8M Buy
2025
Q1
$10.9M Buy
2024
Q4
$9.61M Buy
2024
Q3
$8.26M Buy
2024
Q2
$7.56M Buy
2024
Q1
$6.81M Buy
2023
Q4
$6.29M Sell
2023
Q3
$8.02M Sell
2023
Q2
$10.5M Buy
2023
Q1
$9.21M Buy
2022
Q4
$7.25M Buy
2022
Q3
$6.34M Buy
2021
Q1
Sell
2020
Q4
$289K Sell
2020
Q3
$293K Buy
2020
Q2
$212K Buy