Planning Directions’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 | – | Sell |
-3,107
| Closed | -$238K | – | 86 |
|
|
2025
Q1 | $238K | Buy |
+3,107
| New | +$238K | 0.1% | 109 |
|
|
2022
Q2 | – | Sell |
-8,195
| Closed | -$671K | – | 71 |
|
|
2022
Q1 | $671K | Sell |
8,195
-10,800
| -57% | -$884K | 0.47% | 32 |
|
|
2021
Q4 | $1.66M | Buy |
18,995
+9,965
| +110% | +$873K | 1.11% | 23 |
|
|
2021
Q3 | $808K | Buy |
9,030
+3,447
| +62% | +$308K | 0.59% | 28 |
|
|
2021
Q2 | $502K | Buy |
+5,583
| New | +$502K | 0.37% | 41 |
|
|
2018
Q4 | – | Sell |
-2,587
| Closed | -$208K | – | 50 |
|
|
2018
Q3 | $208K | Sell |
2,587
-4,102
| -61% | -$330K | 0.19% | 54 |
|
|
2018
Q2 | $542K | Sell |
6,689
-875
| -12% | -$70.9K | 0.52% | 31 |
|
|
2018
Q1 | $619K | Buy |
+7,564
| New | +$619K | 0.61% | 31 |
|