Partners in 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 | $1.39M | Buy |
17,947
+133
| +0.7% | +$10.3K | 0.26% | 36 |
|
|
2025
Q1 | $1.36M | Sell |
17,814
-959
| -5% | -$73.4K | 0.27% | 37 |
|
|
2024
Q4 | $1.4M | Buy |
18,773
+229
| +1% | +$17.1K | 0.29% | 36 |
|
|
2024
Q3 | $1.45M | Buy |
18,544
+205
| +1% | +$16.1K | 0.29% | 36 |
|
|
2024
Q2 | $1.37M | Buy |
18,339
+76
| +0.4% | +$5.69K | 0.3% | 36 |
|
|
2024
Q1 | $1.38M | Sell |
18,263
-11,147
| -38% | -$840K | 0.31% | 37 |
|
|
2023
Q4 | $2.25M | Sell |
29,410
-2,675
| -8% | -$204K | 0.53% | 25 |
|
|
2023
Q3 | $2.32M | Buy |
32,085
+51
| +0.2% | +$3.69K | 0.6% | 25 |
|
|
2023
Q2 | $2.41M | Sell |
32,034
-5,322
| -14% | -$400K | 0.61% | 25 |
|
|
2023
Q1 | $2.87M | Sell |
37,356
-3,283
| -8% | -$252K | 0.75% | 20 |
|
|
2022
Q4 | $3.04M | Buy |
40,639
+86
| +0.2% | +$6.43K | 0.84% | 18 |
|
|
2022
Q3 | $3.02M | Sell |
40,553
-328
| -0.8% | -$24.4K | 0.86% | 17 |
|
|
2022
Q2 | $3.12M | Buy |
40,881
+375
| +0.9% | +$28.6K | 0.99% | 15 |
|
|
2022
Q1 | $3.19M | Sell |
40,506
-911
| -2% | -$71.6K | 1% | 14 |
|
|
2021
Q4 | $3.5M | Sell |
41,417
-277
| -0.7% | -$23.4K | 1.07% | 14 |
|
|
2021
Q3 | $3.73M | Buy |
41,694
+1,609
| +4% | +$144K | 1.16% | 14 |
|
|
2021
Q2 | $3.61M | Buy |
+40,085
| New | +$3.61M | 1.13% | 15 |
|