Pacific Financial Group’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 | $967K | Sell |
12,499
-393
| -3% | -$30.4K | 0.75% | 28 |
|
|
2025
Q1 | $987K | Buy |
12,892
+780
| +6% | +$59.7K | 0.8% | 26 |
|
|
2024
Q4 | $905K | Sell |
12,112
-240
| -2% | -$17.9K | 0.67% | 34 |
|
|
2024
Q3 | $968K | Sell |
12,352
-830
| -6% | -$65K | 0.71% | 31 |
|
|
2024
Q2 | $987K | Sell |
13,182
-26
| -0.2% | -$1.95K | 0.7% | 32 |
|
|
2024
Q1 | $996K | Buy |
13,208
+180
| +1% | +$13.6K | 0.69% | 31 |
|
|
2023
Q4 | $995K | Sell |
13,028
-1,305
| -9% | -$99.7K | 0.74% | 32 |
|
|
2023
Q3 | $1.04M | Buy |
14,333
+9,901
| +223% | +$716K | 0.68% | 30 |
|
|
2023
Q2 | $333K | Buy |
4,432
+41
| +0.9% | +$3.09K | 0.22% | 49 |
|
|
2023
Q1 | $337K | Buy |
4,391
+290
| +7% | +$22.3K | 0.25% | 46 |
|
|
2022
Q4 | $305K | Sell |
4,101
-377
| -8% | -$28K | 0.23% | 46 |
|
|
2022
Q3 | $329K | Sell |
4,478
-939
| -17% | -$69K | 0.3% | 42 |
|
|
2022
Q2 | $421K | Buy |
5,417
+244
| +5% | +$19K | 0.31% | 45 |
|
|
2022
Q1 | $424K | Sell |
5,173
-1,816
| -26% | -$149K | 0.28% | 49 |
|
|
2021
Q4 | $603K | Buy |
6,989
+1,353
| +24% | +$117K | 0.4% | 43 |
|
|
2021
Q3 | $504K | Buy |
5,636
+1,042
| +23% | +$93.2K | 0.36% | 47 |
|
|
2021
Q2 | $413K | Buy |
4,594
+1,066
| +30% | +$95.8K | 0.29% | 53 |
|
|
2021
Q1 | $313K | Buy |
3,528
+23
| +0.7% | +$2.04K | 0.25% | 54 |
|
|
2020
Q4 | $325K | Sell |
3,505
-15,964
| -82% | -$1.48M | 0.29% | 52 |
|
|
2020
Q3 | $1.82M | Buy |
19,469
+3,307
| +20% | +$309K | 1.43% | 23 |
|
|
2020
Q2 | $1.44M | Sell |
16,162
-451
| -3% | -$40.3K | 1.5% | 21 |
|
|
2020
Q1 | $1.48M | Buy |
16,613
+1,143
| +7% | +$102K | 1.53% | 21 |
|
|
2019
Q4 | $1.35M | Buy |
15,470
+12,972
| +519% | +$1.13M | 0.13% | 52 |
|
|
2019
Q3 | $216K | Sell |
2,498
-60
| -2% | -$5.19K | 0.02% | 82 |
|
|
2019
Q2 | $215K | Buy |
+2,558
| New | +$215K | 0.03% | 80 |
|