Patten Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
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|
2025
Q1 | $1.87M | Buy |
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|
2024
Q4 | $1.75M | Sell |
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|
2024
Q3 | $1.91M | Buy |
|
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|
2024
Q2 | $1.7M | Buy |
|
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|
2024
Q1 | $1.67M | Buy |
|
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|
2023
Q4 | $1.69M | Buy |
|
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|
2023
Q3 | $1.41M | Buy |
|
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $937K | Buy |
|
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|
2022
Q4 | $864K | Sell |
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|
2022
Q3 | $983K | Sell |
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|
2022
Q2 | $1.07M | Buy |
|
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|
2022
Q1 | $1.07M | Sell |
|
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|
2021
Q4 | $1.26M | Sell |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.49M | Buy |
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|
2021
Q1 | $1.47M | Sell |
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|
2020
Q4 | $1.68M | Sell |
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|
2020
Q3 | $1.76M | Buy |
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|
2020
Q2 | $1.39M | Buy |
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|
2020
Q1 | $1.12M | Buy |
|
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|
2019
Q4 | $947K | Buy |
|
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|
2019
Q3 | $694K | Buy |
|
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|
2019
Q2 | $590K | Buy |
|
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|
2019
Q1 | $278K | Buy |
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|
2018
Q4 | $135K | Buy |
|
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|
2018
Q3 | $47K | Sell |
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|
2018
Q2 | $54K | Buy |
|
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|
2018
Q1 | $48K | Hold |
|
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|
2017
Q4 | $49K | Sell |
|
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|
2017
Q3 | $56K | Hold |
|
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|
2017
Q2 | $56K | Hold |
|
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|
2017
Q1 | $55K | Buy |
|
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|
2016
Q4 | $44K | Buy |
|
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|
2016
Q3 | $43.9K | Buy |
|
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|
2016
Q2 | $26.4K | Sell |
|
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|
2016
Q1 | $26.7K | Hold |
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|
2015
Q4 | $25.7K | Buy |
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|
2015
Q3 | $3.39K | Buy |
|