Plum Street 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 | $1.39M | Sell |
17,940
-96
| -0.5% | -$7.43K | 0.61% | 40 |
|
|
2025
Q1 | $1.38M | Sell |
18,036
-936
| -5% | -$71.7K | 0.67% | 39 |
|
|
2024
Q4 | $1.42M | Sell |
18,972
-690
| -4% | -$51.6K | 0.7% | 36 |
|
|
2024
Q3 | $1.54M | Sell |
19,662
-960
| -5% | -$75.2K | 0.78% | 32 |
|
|
2024
Q2 | $1.54M | Buy |
20,622
+960
| +5% | +$71.9K | 0.9% | 28 |
|
|
2024
Q1 | $1.54M | Sell |
19,662
-3,757
| -16% | -$294K | 0.78% | 32 |
|
|
2023
Q4 | $1.79M | Buy |
+23,419
| New | +$1.79M | 1.19% | 20 |
|