OLIO Financial Planning’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 | $577K | Sell |
7,465
-4,104
| -35% | -$317K | 0.18% | 36 |
|
|
2025
Q1 | $886K | Sell |
11,569
-46,482
| -80% | -$3.56M | 0.31% | 23 |
|
|
2024
Q4 | $4.34M | Sell |
58,051
-293,806
| -84% | -$22M | 1.52% | 10 |
|
|
2024
Q3 | $26.9M | Buy |
351,857
+458
| +0.1% | +$35K | 11.33% | 3 |
|
|
2024
Q2 | $26.9M | Sell |
351,399
-458
| -0.1% | -$35K | 11.34% | 3 |
|
|
2024
Q1 | $26.9M | Sell |
351,857
-238
| -0.1% | -$18.2K | 11.33% | 3 |
|
|
2023
Q4 | $26.9M | Buy |
352,095
+22,165
| +7% | +$1.7M | 11.28% | 3 |
|
|
2023
Q3 | $23.9M | Buy |
329,930
+20,490
| +7% | +$1.48M | 11.2% | 3 |
|
|
2023
Q2 | $23.3M | Buy |
309,440
+20,690
| +7% | +$1.56M | 11.03% | 3 |
|
|
2023
Q1 | $22.2M | Buy |
288,750
+27,333
| +10% | +$2.1M | 11.46% | 2 |
|
|
2022
Q4 | $19.4M | Buy |
261,417
+31,902
| +14% | +$2.37M | 10.56% | 2 |
|
|
2022
Q3 | $16.9M | Buy |
229,515
+10,834
| +5% | +$796K | 10.01% | 2 |
|
|
2022
Q2 | $17M | Buy |
218,681
+47,573
| +28% | +$3.69M | 9.53% | 3 |
|
|
2022
Q1 | $14M | Buy |
171,108
+16,136
| +10% | +$1.32M | 8.01% | 4 |
|
|
2021
Q4 | $13.6M | Buy |
+154,972
| New | +$13.6M | 8.07% | 4 |
|