Private Portfolio Partners’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $820K | Buy |
10,967
+626
| +6% | +$46.8K | 0.15% | 115 |
|
2024
Q3 | $810K | Buy |
+10,341
| New | +$810K | 0.15% | 112 |
|
2024
Q2 | – | Sell |
-5,776
| Closed | -$435K | – | 105 |
|
2024
Q1 | $435K | Buy |
5,776
+2,243
| +63% | +$169K | 0.09% | 170 |
|
2023
Q4 | $270K | Buy |
+3,533
| New | +$270K | 0.06% | 218 |
|
2022
Q1 | – | Sell |
-2,367
| Closed | -$207K | – | 285 |
|
2021
Q4 | $207K | Sell |
2,367
-1,452
| -38% | -$127K | 0.05% | 262 |
|
2021
Q3 | $342K | Buy |
3,819
+73
| +2% | +$6.53K | 0.1% | 190 |
|
2021
Q2 | $337K | Sell |
3,746
-964
| -20% | -$86.7K | 0.1% | 190 |
|
2021
Q1 | $418K | Buy |
4,710
+140
| +3% | +$12.4K | 0.14% | 145 |
|
2020
Q4 | $424K | Buy |
4,570
+2,221
| +95% | +$206K | 0.15% | 135 |
|
2020
Q3 | $220K | Buy |
+2,349
| New | +$220K | 0.09% | 189 |
|