North Star Investment Management’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 | $73.8K | Buy |
954
+6
| +0.6% | +$464 | 0.01% | 570 |
|
2025
Q1 | $72.6K | Buy |
948
+341
| +56% | +$26.1K | 0.01% | 556 |
|
2024
Q4 | $45.3K | Buy |
607
+8
| +1% | +$597 | ﹤0.01% | 632 |
|
2024
Q3 | $46.9K | Sell |
599
-791
| -57% | -$62K | ﹤0.01% | 610 |
|
2024
Q2 | $104K | Buy |
1,390
+5
| +0.4% | +$375 | 0.01% | 489 |
|
2024
Q1 | $104K | Buy |
1,385
+4
| +0.3% | +$302 | 0.01% | 499 |
|
2023
Q4 | $106K | Buy |
1,381
+6
| +0.4% | +$458 | 0.01% | 491 |
|
2023
Q3 | $99.4K | Buy |
1,375
+233
| +20% | +$16.8K | 0.01% | 502 |
|
2023
Q2 | $85.9K | Sell |
1,142
-1,067
| -48% | -$80.3K | 0.01% | 522 |
|
2023
Q1 | $170K | Buy |
2,209
+1
| +0% | +$77 | 0.01% | 447 |
|
2022
Q4 | $164K | Sell |
2,208
-255
| -10% | -$19K | 0.01% | 435 |
|
2022
Q3 | $181K | Buy |
2,463
+596
| +32% | +$43.8K | 0.02% | 379 |
|
2022
Q2 | $145K | Hold |
1,867
| – | – | 0.01% | 401 |
|
2022
Q1 | $153K | Hold |
1,867
| – | – | 0.01% | 407 |
|
2021
Q4 | $164K | Hold |
1,867
| – | – | 0.01% | 418 |
|
2021
Q3 | $167K | Hold |
1,867
| – | – | 0.01% | 403 |
|
2021
Q2 | $168K | Buy |
1,867
+797
| +74% | +$71.7K | 0.01% | 405 |
|
2021
Q1 | $95K | Hold |
1,070
| – | – | 0.01% | 455 |
|
2020
Q4 | $99K | Buy |
+1,070
| New | +$99K | 0.01% | 436 |
|