Plante Moran Financial Advisors’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 | $38.2K | Buy |
+494
| New | +$38.2K | ﹤0.01% | 378 |
|
|
2025
Q1 | – | Sell |
-19
| Closed | -$1.42K | – | 806 |
|
|
2024
Q4 | $1.42K | Buy |
+19
| New | +$1.42K | ﹤0.01% | 802 |
|
|
2024
Q1 | – | Sell |
-54
| Closed | -$4.13K | – | 856 |
|
|
2023
Q4 | $4.13K | Hold |
54
| – | – | ﹤0.01% | 662 |
|
|
2023
Q3 | $3.91K | Sell |
54
-51
| -49% | -$3.69K | ﹤0.01% | 629 |
|
|
2023
Q2 | $7.9K | Sell |
105
-238
| -69% | -$17.9K | ﹤0.01% | 578 |
|
|
2023
Q1 | $26.3K | Sell |
343
-3,377
| -91% | -$259K | ﹤0.01% | 396 |
|
|
2022
Q4 | $276K | Buy |
3,720
+3,655
| +5,623% | +$272K | 0.04% | 125 |
|
|
2022
Q3 | $5K | Hold |
65
| – | – | ﹤0.01% | 687 |
|
|
2022
Q2 | $5K | Hold |
65
| – | – | ﹤0.01% | 702 |
|
|
2022
Q1 | $5K | Hold |
65
| – | – | ﹤0.01% | 673 |
|
|
2021
Q4 | $6K | Hold |
65
| – | – | ﹤0.01% | 775 |
|
|
2021
Q3 | $6K | Hold |
65
| – | – | ﹤0.01% | 754 |
|
|
2021
Q2 | $6K | Hold |
65
| – | – | ﹤0.01% | 747 |
|
|
2021
Q1 | $6K | Buy |
+65
| New | +$6K | ﹤0.01% | 737 |
|
|
2019
Q2 | – | Sell |
-444
| Closed | -$37K | – | 774 |
|
|
2019
Q1 | $37K | Buy |
444
+2
| +0.5% | +$167 | 0.01% | 388 |
|
|
2018
Q4 | $36K | Buy |
442
+2
| +0.5% | +$163 | 0.01% | 346 |
|
|
2018
Q3 | $35K | Buy |
+440
| New | +$35K | 0.01% | 358 |
|
|
2018
Q2 | – | Sell |
-120
| Closed | -$10K | – | 822 |
|
|
2018
Q1 | $10K | Buy |
+120
| New | +$10K | 0.01% | 596 |
|
|
2016
Q1 | – | Sell |
-379
| Closed | -$31K | – | 866 |
|
|
2015
Q4 | $31K | Buy |
+379
| New | +$31K | 0.02% | 381 |
|