PG
Patten Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
24,524
+125
| +0.5% | +$9.67K | 0.4% | 80 |
|
|
2025
Q1 | $1.87M | Buy |
24,399
+937
| +4% | +$71.7K | 0.43% | 72 |
|
|
2024
Q4 | $1.75M | Sell |
23,462
-916
| -4% | -$68.5K | 0.39% | 74 |
|
|
2024
Q3 | $1.91M | Buy |
24,378
+1,670
| +7% | +$131K | 0.42% | 67 |
|
|
2024
Q2 | $1.7M | Buy |
22,708
+597
| +3% | +$44.7K | 0.4% | 68 |
|
|
2024
Q1 | $1.67M | Buy |
22,111
+26
| +0.1% | +$1.96K | 0.41% | 67 |
|
|
2023
Q4 | $1.69M | Buy |
22,085
+2,557
| +13% | +$195K | 0.46% | 61 |
|
|
2023
Q3 | $1.41M | Buy |
19,528
+3,804
| +24% | +$275K | 0.42% | 69 |
|
|
2023
Q2 | $1.18M | Buy |
15,724
+3,512
| +29% | +$264K | 0.18% | 84 |
|
|
2023
Q1 | $937K | Buy |
12,212
+589
| +5% | +$45.2K | 0.28% | 102 |
|
|
2022
Q4 | $864K | Sell |
11,623
-1,815
| -14% | -$135K | 0.27% | 112 |
|
|
2022
Q3 | $983K | Sell |
13,438
-377
| -3% | -$27.6K | 0.34% | 91 |
|
|
2022
Q2 | $1.07M | Buy |
13,815
+718
| +5% | +$55.8K | 0.34% | 85 |
|
|
2022
Q1 | $1.07M | Sell |
13,097
-1,298
| -9% | -$106K | 0.3% | 98 |
|
|
2021
Q4 | $1.26M | Sell |
14,395
-2,397
| -14% | -$210K | 0.33% | 89 |
|
|
2021
Q3 | $1.5M | Buy |
16,792
+192
| +1% | +$17.2K | 0.44% | 63 |
|
|
2021
Q2 | $1.49M | Buy |
16,600
+16
| +0.1% | +$1.44K | 0.44% | 67 |
|
|
2021
Q1 | $1.47M | Sell |
16,584
-1,464
| -8% | -$130K | 0.47% | 66 |
|
|
2020
Q4 | $1.68M | Sell |
18,048
-735
| -4% | -$68.3K | 0.45% | 53 |
|
|
2020
Q3 | $1.76M | Buy |
18,783
+3,875
| +26% | +$362K | 0.69% | 38 |
|
|
2020
Q2 | $1.39M | Buy |
14,908
+2,405
| +19% | +$224K | 0.6% | 47 |
|
|
2020
Q1 | $1.12M | Buy |
12,503
+1,649
| +15% | +$147K | 0.58% | 51 |
|
|
2019
Q4 | $947K | Buy |
10,854
+2,972
| +38% | +$259K | 0.35% | 87 |
|
|
2019
Q3 | $694K | Buy |
7,882
+1,062
| +16% | +$93.5K | 0.28% | 102 |
|
|
2019
Q2 | $590K | Buy |
6,820
+3,513
| +106% | +$304K | 0.24% | 111 |
|
|
2019
Q1 | $278K | Buy |
3,307
+1,644
| +99% | +$138K | 0.12% | 158 |
|
|
2018
Q4 | $135K | Buy |
1,663
+1,081
| +186% | +$87.8K | 0.06% | 204 |
|
|
2018
Q3 | $47K | Sell |
582
-90
| -13% | -$7.27K | 0.02% | 325 |
|
|
2018
Q2 | $54K | Buy |
672
+91
| +16% | +$7.31K | 0.02% | 313 |
|
|
2018
Q1 | $48K | Hold |
581
| – | – | 0.02% | 328 |
|
|
2017
Q4 | $49K | Sell |
581
-81
| -12% | -$6.83K | 0.02% | 337 |
|
|
2017
Q3 | $56K | Hold |
662
| – | – | 0.02% | 317 |
|
|
2017
Q2 | $56K | Hold |
662
| – | – | 0.02% | 311 |
|
|
2017
Q1 | $55K | Buy |
662
+130
| +24% | +$10.8K | 0.02% | 304 |
|
|
2016
Q4 | $44K | Buy |
532
+27
| +5% | +$2.23K | 0.02% | 319 |
|
|
2016
Q3 | $43.9K | Buy |
505
+205
| +68% | +$17.8K | 0.02% | 332 |
|
|
2016
Q2 | $26.4K | Sell |
300
-10
| -3% | -$881 | 0.01% | 378 |
|
|
2016
Q1 | $26.7K | Hold |
310
| – | – | 0.01% | 377 |
|
|
2015
Q4 | $25.7K | Buy |
310
+270
| +675% | +$22.4K | 0.01% | 389 |
|
|
2015
Q3 | $3.39K | Buy |
+40
| New | +$3.39K | ﹤0.01% | 527 |
|