NCM
Neumann Capital Management’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 | $11.8M | Buy |
152,466
+10,517
| +7% | +$813K | 3.71% | 9 |
|
|
2025
Q1 | $10.9M | Buy |
141,949
+13,317
| +10% | +$1.02M | 3.76% | 8 |
|
|
2024
Q4 | $9.61M | Buy |
128,632
+23,211
| +22% | +$1.73M | 3.19% | 9 |
|
|
2024
Q3 | $8.26M | Buy |
105,421
+4,470
| +4% | +$350K | 2.75% | 10 |
|
|
2024
Q2 | $7.56M | Buy |
100,951
+10,644
| +12% | +$797K | 2.6% | 12 |
|
|
2024
Q1 | $6.81M | Buy |
90,307
+8,010
| +10% | +$604K | 2.43% | 12 |
|
|
2023
Q4 | $6.29M | Sell |
82,297
-28,657
| -26% | -$2.19M | 2.49% | 13 |
|
|
2023
Q3 | $8.02M | Sell |
110,954
-28,240
| -20% | -$2.04M | 3.5% | 10 |
|
|
2023
Q2 | $10.5M | Buy |
139,194
+19,190
| +16% | +$1.44M | 4.34% | 7 |
|
|
2023
Q1 | $9.21M | Buy |
120,004
+22,421
| +23% | +$1.72M | 4.05% | 7 |
|
|
2022
Q4 | $7.25M | Buy |
97,583
+11,229
| +13% | +$835K | 3.4% | 9 |
|
|
2022
Q3 | $6.35M | Buy |
+86,354
| New | +$6.35M | 3.26% | 9 |
|
|
2021
Q1 | – | Sell |
-3,116
| Closed | -$289K | – | 82 |
|
|
2020
Q4 | $289K | Sell |
3,116
-13
| -0.4% | -$1.21K | 0.15% | 70 |
|
|
2020
Q3 | $293K | Buy |
3,129
+856
| +38% | +$80.2K | 0.17% | 66 |
|
|
2020
Q2 | $212K | Buy |
+2,273
| New | +$212K | 0.13% | 70 |
|