PFA
Professional Financial Advisors’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 | $538K | Buy |
6,952
+3,441
| +98% | +$266K | 0.12% | 81 |
|
|
2025
Q1 | $269K | Buy |
3,511
+133
| +4% | +$10.2K | 0.07% | 94 |
|
|
2024
Q4 | $252K | Buy |
3,378
+50
| +2% | +$3.74K | 0.06% | 96 |
|
|
2024
Q3 | $261K | Buy |
3,328
+34
| +1% | +$2.67K | 0.07% | 94 |
|
|
2024
Q2 | $247K | Sell |
3,294
-27
| -0.8% | -$2.02K | 0.07% | 93 |
|
|
2024
Q1 | $250K | Sell |
3,321
-224
| -6% | -$16.9K | 0.07% | 92 |
|
|
2023
Q4 | $271K | Buy |
3,545
+545
| +18% | +$41.6K | 0.09% | 77 |
|
|
2023
Q3 | $217K | Buy |
+3,000
| New | +$217K | 0.1% | 86 |
|
|
2022
Q4 | – | Sell |
-35,637
| Closed | -$2.62M | – | 114 |
|
|
2022
Q3 | $2.62M | Sell |
35,637
-151
| -0.4% | -$11.1K | 1.62% | 12 |
|
|
2022
Q2 | $2.78M | Sell |
35,788
-26,762
| -43% | -$2.08M | 1.55% | 12 |
|
|
2022
Q1 | $5.12M | Buy |
62,550
+9,109
| +17% | +$746K | 2.21% | 11 |
|
|
2021
Q4 | $4.68M | Buy |
+53,441
| New | +$4.68M | 2.02% | 10 |
|
|
2020
Q1 | – | Sell |
-3,654
| Closed | -$319K | – | 52 |
|
|
2019
Q4 | $319K | Buy |
+3,654
| New | +$319K | 0.3% | 64 |
|