PS
Planned Solutions’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 | $4.93M | Sell |
63,774
-186
| -0.3% | -$14.4K | 1.88% | 15 |
|
|
2025
Q1 | $4.9M | Buy |
63,960
+681
| +1% | +$52.1K | 1.98% | 14 |
|
|
2024
Q4 | $4.73M | Sell |
63,279
-94,829
| -60% | -$7.09M | 1.91% | 15 |
|
|
2024
Q3 | $12.4M | Buy |
158,108
+4,071
| +3% | +$319K | 4.97% | 5 |
|
|
2024
Q2 | $11.5M | Sell |
154,037
-1,125
| -0.7% | -$84.3K | 5.58% | 5 |
|
|
2024
Q1 | $11.7M | Sell |
155,162
-2,443
| -2% | -$184K | 5.74% | 5 |
|
|
2023
Q4 | $12M | Buy |
157,605
+697
| +0.4% | +$53.2K | 5.63% | 5 |
|
|
2023
Q3 | $11.3M | Sell |
156,908
-1,149
| -0.7% | -$83.1K | 6.82% | 5 |
|
|
2023
Q2 | $11.9M | Buy |
158,057
+4,369
| +3% | +$329K | 7.03% | 5 |
|
|
2023
Q1 | $11.8M | Buy |
+153,688
| New | +$11.8M | 7.47% | 5 |
|