Petix & Botte Financial’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 | $478K | Sell |
6,187
-128
| -2% | -$9.9K | 0.12% | 86 |
|
|
2025
Q1 | $484K | Sell |
6,315
-1,757
| -22% | -$135K | 0.13% | 83 |
|
|
2024
Q4 | $603K | Buy |
8,072
+74
| +0.9% | +$5.53K | 0.16% | 77 |
|
|
2024
Q3 | $627K | Sell |
7,998
-287
| -3% | -$22.5K | 0.17% | 65 |
|
|
2024
Q2 | $621K | Buy |
8,285
+2,857
| +53% | +$214K | 0.18% | 64 |
|
|
2024
Q1 | $409K | Sell |
5,428
-6,396
| -54% | -$482K | 0.1% | 100 |
|
|
2023
Q4 | $903K | Sell |
11,824
-337
| -3% | -$25.7K | 0.27% | 48 |
|
|
2023
Q3 | $879K | Buy |
12,161
+44
| +0.4% | +$3.18K | 0.28% | 47 |
|
|
2023
Q2 | $912K | Buy |
12,117
+4,462
| +58% | +$336K | 0.28% | 47 |
|
|
2023
Q1 | $587K | Buy |
+7,655
| New | +$587K | 0.4% | 43 |
|
|
2022
Q3 | $526K | Buy |
7,152
+25
| +0.4% | +$1.84K | 0.4% | 42 |
|
|
2022
Q2 | $553K | Sell |
7,127
-7,443
| -51% | -$578K | 0.41% | 41 |
|
|
2022
Q1 | $1.19M | Buy |
14,570
+7,289
| +100% | +$597K | 0.37% | 41 |
|
|
2021
Q4 | $638K | Sell |
7,281
-13,367
| -65% | -$1.17M | 0.41% | 41 |
|
|
2021
Q3 | $1.85M | Buy |
20,648
+8,587
| +71% | +$769K | 0.63% | 32 |
|
|
2021
Q2 | $1.09M | Buy |
12,061
+29
| +0.2% | +$2.61K | 0.76% | 32 |
|
|
2021
Q1 | $1.07M | Sell |
12,032
-366
| -3% | -$32.5K | 0.79% | 30 |
|
|
2020
Q4 | $1.15M | Sell |
12,398
-1,277
| -9% | -$119K | 0.86% | 28 |
|
|
2020
Q3 | $1.28M | Sell |
13,675
-14,794
| -52% | -$1.39M | 1.02% | 26 |
|
|
2020
Q2 | $1.33M | Buy |
28,469
+13,411
| +89% | +$626K | 1.09% | 24 |
|
|
2020
Q1 | $1.35M | Sell |
15,058
-2,240
| -13% | -$200K | 1.31% | 24 |
|
|
2019
Q4 | $1.51M | Buy |
+17,298
| New | +$1.51M | 1.19% | 22 |
|