PFM
Phillips Financial Management’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 | $9.67M | Sell |
125,053
-3,980
| -3% | -$308K | 0.7% | 32 |
|
|
2025
Q1 | $9.88M | Sell |
129,033
-9,103
| -7% | -$697K | 0.76% | 32 |
|
|
2024
Q4 | $10.3M | Sell |
138,136
-50,976
| -27% | -$3.81M | 0.81% | 32 |
|
|
2024
Q3 | $14.8M | Sell |
189,112
-10,050
| -5% | -$788K | 1.15% | 26 |
|
|
2024
Q2 | $14.9M | Buy |
199,162
+11,066
| +6% | +$829K | 1.23% | 25 |
|
|
2024
Q1 | $14.2M | Buy |
188,096
+18,866
| +11% | +$1.42M | 1.16% | 27 |
|
|
2023
Q4 | $12.9M | Buy |
169,230
+17,467
| +12% | +$1.33M | 1.12% | 27 |
|
|
2023
Q3 | $11M | Buy |
151,763
+5,967
| +4% | +$431K | 1.04% | 26 |
|
|
2023
Q2 | $11M | Buy |
145,796
+16,430
| +13% | +$1.24M | 1.02% | 26 |
|
|
2023
Q1 | $9.93M | Buy |
129,366
+1,987
| +2% | +$152K | 0.96% | 27 |
|
|
2022
Q4 | $9.47M | Buy |
127,379
+36,391
| +40% | +$2.7M | 0.96% | 28 |
|
|
2022
Q3 | $6.69M | Sell |
90,988
-7,738
| -8% | -$569K | 0.74% | 31 |
|
|
2022
Q2 | $7.67M | Sell |
98,726
-31,263
| -24% | -$2.43M | 0.83% | 31 |
|
|
2022
Q1 | $10.6M | Sell |
129,989
-18
| -0% | -$1.47K | 1.01% | 27 |
|
|
2021
Q4 | $11.4M | Buy |
130,007
+10,348
| +9% | +$907K | 1.12% | 24 |
|
|
2021
Q3 | $10.7M | Buy |
119,659
+7,420
| +7% | +$664K | 1.11% | 23 |
|
|
2021
Q2 | $10.1M | Buy |
112,239
+2,767
| +3% | +$249K | 1.04% | 25 |
|
|
2021
Q1 | $9.71M | Buy |
109,472
+9,666
| +10% | +$858K | 1.19% | 25 |
|
|
2020
Q4 | $9.27M | Buy |
99,806
+7,552
| +8% | +$701K | 1.27% | 23 |
|
|
2020
Q3 | $8.62M | Buy |
92,254
+4,002
| +5% | +$374K | 1.35% | 22 |
|
|
2020
Q2 | $8.22M | Sell |
88,252
-2,333
| -3% | -$217K | 1.35% | 22 |
|
|
2020
Q1 | $8.07M | Buy |
90,585
+3,498
| +4% | +$312K | 1.6% | 18 |
|
|
2019
Q4 | $7.6M | Buy |
87,087
+2,649
| +3% | +$231K | 1.25% | 21 |
|
|
2019
Q3 | $7.43M | Buy |
84,438
+13,571
| +19% | +$1.19M | 1.31% | 19 |
|
|
2019
Q2 | $6.12M | Sell |
70,867
-515
| -0.7% | -$44.5K | 1.12% | 20 |
|
|
2019
Q1 | $5.95M | Buy |
71,382
+207
| +0.3% | +$17.3K | 1.13% | 20 |
|
|
2018
Q4 | $5.79M | Buy |
71,175
+5,532
| +8% | +$450K | 1.24% | 19 |
|
|
2018
Q3 | $5.26M | Sell |
65,643
-5,478
| -8% | -$439K | 1.08% | 21 |
|
|
2018
Q2 | $5.74M | Sell |
71,121
-674
| -0.9% | -$54.4K | 1.21% | 17 |
|
|
2018
Q1 | $5.86M | Buy |
71,795
+4,824
| +7% | +$394K | 1.27% | 17 |
|
|
2017
Q4 | $5.6M | Buy |
66,971
+1,171
| +2% | +$97.8K | 1.18% | 20 |
|
|
2017
Q3 | $5.57M | Buy |
65,800
+1,903
| +3% | +$161K | 1.22% | 19 |
|
|
2017
Q2 | $5.41M | Buy |
63,897
+1,264
| +2% | +$107K | 1.23% | 19 |
|
|
2017
Q1 | $5.29M | Buy |
62,633
+2,987
| +5% | +$252K | 1.28% | 18 |
|
|
2016
Q4 | $4.98M | Sell |
59,646
-761
| -1% | -$63.5K | 1.25% | 20 |
|
|
2016
Q3 | $5.24M | Sell |
60,407
-992
| -2% | -$86.1K | 1.39% | 17 |
|
|
2016
Q2 | $5.39M | Buy |
61,399
+139
| +0.2% | +$12.2K | 1.44% | 17 |
|
|
2016
Q1 | $5.26M | Sell |
61,260
-2,909
| -5% | -$250K | 1.46% | 17 |
|
|
2015
Q4 | $5.4M | Sell |
64,169
-782
| -1% | -$65.8K | 1.63% | 17 |
|
|
2015
Q3 | $5.51M | Sell |
64,951
-4,148
| -6% | -$352K | 1.61% | 17 |
|
|
2015
Q2 | $5.78M | Sell |
69,099
-1,734
| -2% | -$145K | 1.6% | 16 |
|
|
2015
Q1 | $6.13M | Sell |
70,833
-2,019
| -3% | -$175K | 1.68% | 16 |
|
|
2014
Q4 | $6.24M | Sell |
72,852
-188
| -0.3% | -$16.1K | 1.79% | 15 |
|
|
2014
Q3 | $6.22M | Sell |
73,040
-10,696
| -13% | -$911K | 1.88% | 14 |
|
|
2014
Q2 | $7.07M | Sell |
83,736
-1,896
| -2% | -$160K | 2.11% | 13 |
|
|
2014
Q1 | $7.15M | Buy |
85,632
+267
| +0.3% | +$22.3K | 2.25% | 12 |
|
|
2013
Q4 | $7M | Buy |
85,365
+5,846
| +7% | +$479K | 2.32% | 13 |
|
|
2013
Q3 | $6.62M | Buy |
79,519
+1,196
| +2% | +$99.6K | 2.34% | 12 |
|
|
2013
Q2 | $6.57M | Buy |
+78,323
| New | +$6.57M | 2.39% | 12 |
|