Peninsula Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $619K | Hold |
8,286
| – | – | 0.11% | 65 |
|
|
2024
Q3 | $640K | Hold |
8,286
| – | – | 0.11% | 62 |
|
|
2024
Q2 | $629K | Hold |
8,286
| – | – | 0.12% | 55 |
|
|
2024
Q1 | $625K | Buy |
8,286
+2,184
| +36% | +$165K | 0.12% | 55 |
|
|
2023
Q4 | $466K | Hold |
6,102
| – | – | 0.1% | 59 |
|
|
2023
Q3 | $434K | Hold |
6,102
| – | – | 0.1% | 49 |
|
|
2023
Q2 | $459K | Hold |
6,102
| – | – | 0.12% | 45 |
|
|
2023
Q1 | $468K | Hold |
6,102
| – | – | 0.14% | 43 |
|
|
2022
Q4 | $454K | Hold |
6,102
| – | – | 0.14% | 41 |
|
|
2022
Q3 | $448K | Hold |
6,102
| – | – | 0.16% | 40 |
|
|
2022
Q2 | $474K | Hold |
6,102
| – | – | 0.16% | 36 |
|
|
2022
Q1 | $500K | Hold |
6,102
| – | – | 0.14% | 34 |
|
|
2021
Q4 | $535K | Buy |
+6,102
| New | +$535K | 0.14% | 37 |
|
|
2020
Q4 | – | Sell |
-7,891
| Closed | -$738K | – | 22 |
|
|
2020
Q3 | $738K | Buy |
+7,891
| New | +$738K | 0.32% | 23 |
|