Prospera Financial Services’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 | $4.55M | Sell |
58,810
-4,958
| -8% | -$384K | 0.08% | 242 |
|
2025
Q1 | $4.89M | Buy |
63,768
+5,362
| +9% | +$411K | 0.11% | 205 |
|
2024
Q4 | $4.37M | Buy |
58,406
+5,593
| +11% | +$419K | 0.1% | 218 |
|
2024
Q3 | $4.14M | Buy |
52,813
+13,144
| +33% | +$1.03M | 0.11% | 214 |
|
2024
Q2 | $2.98M | Buy |
39,669
+9,416
| +31% | +$706K | 0.08% | 260 |
|
2024
Q1 | $2.29M | Buy |
30,253
+803
| +3% | +$60.7K | 0.07% | 308 |
|
2023
Q4 | $2.25M | Buy |
29,450
+9,268
| +46% | +$708K | 0.07% | 289 |
|
2023
Q3 | $1.46M | Buy |
20,182
+583
| +3% | +$42.3K | 0.06% | 334 |
|
2023
Q2 | $1.48M | Sell |
19,599
-759
| -4% | -$57.2K | 0.06% | 322 |
|
2023
Q1 | $1.57M | Sell |
20,358
-1,590
| -7% | -$122K | 0.06% | 307 |
|
2022
Q4 | $1.63M | Sell |
21,948
-7,174
| -25% | -$533K | 0.08% | 263 |
|
2022
Q3 | $2.15M | Sell |
29,122
-176
| -0.6% | -$13K | 0.11% | 222 |
|
2022
Q2 | $2.28M | Sell |
29,298
-14,936
| -34% | -$1.16M | 0.12% | 222 |
|
2022
Q1 | $3.63M | Sell |
44,234
-18,704
| -30% | -$1.54M | 0.15% | 161 |
|
2021
Q4 | $5.52M | Sell |
62,938
-45
| -0.1% | -$3.95K | 0.24% | 93 |
|
2021
Q3 | $5.64M | Sell |
62,983
-1,678
| -3% | -$150K | 0.28% | 83 |
|
2021
Q2 | $5.82M | Buy |
64,661
+2,004
| +3% | +$181K | 0.29% | 80 |
|
2021
Q1 | $5.57M | Buy |
62,657
+7,572
| +14% | +$673K | 0.33% | 58 |
|
2020
Q4 | $5.12M | Buy |
55,085
+54,879
| +26,640% | +$5.1M | 0.35% | 48 |
|
2020
Q3 | $19K | Sell |
206
-46,406
| -100% | -$4.28M | 0.01% | 902 |
|
2020
Q2 | $4.34M | Buy |
46,612
+3,101
| +7% | +$289K | 0.38% | 51 |
|
2020
Q1 | $3.89M | Sell |
43,511
-5,910
| -12% | -$528K | 0.41% | 43 |
|
2019
Q4 | $4.31M | Buy |
49,421
+9,827
| +25% | +$857K | 0.33% | 51 |
|
2019
Q3 | $3.48M | Buy |
39,594
+36,534
| +1,194% | +$3.21M | 0.36% | 50 |
|
2019
Q2 | $265K | Buy |
+3,060
| New | +$265K | 0.03% | 423 |
|
2019
Q1 | – | Sell |
-3,504
| Closed | -$285K | – | 335 |
|
2018
Q4 | $285K | Sell |
3,504
-839
| -19% | -$68.2K | 0.06% | 291 |
|
2018
Q3 | $349K | Sell |
4,343
-1,121
| -21% | -$90.1K | 0.07% | 279 |
|
2018
Q2 | $442K | Sell |
5,464
-2,922
| -35% | -$236K | 0.06% | 257 |
|
2018
Q1 | $684K | Sell |
8,386
-3,434
| -29% | -$280K | 0.1% | 191 |
|
2017
Q4 | $989K | Sell |
11,820
-5,038
| -30% | -$422K | 0.15% | 126 |
|
2017
Q3 | $1.43M | Sell |
16,858
-3,652
| -18% | -$309K | 0.22% | 100 |
|
2017
Q2 | $1.72M | Sell |
20,510
-579
| -3% | -$48.6K | 0.28% | 73 |
|
2017
Q1 | $1.77M | Sell |
21,089
-895
| -4% | -$75.1K | 0.32% | 60 |
|
2016
Q4 | $1.84M | Buy |
21,984
+823
| +4% | +$68.7K | 0.36% | 52 |
|
2016
Q3 | $1.86M | Buy |
21,161
+1,495
| +8% | +$131K | 0.37% | 50 |
|
2016
Q2 | $1.73M | Sell |
19,666
-770
| -4% | -$67.8K | 0.36% | 53 |
|
2016
Q1 | $1.76M | Buy |
+20,436
| New | +$1.76M | 0.39% | 44 |
|
2014
Q4 | – | Sell |
-2,687
| Closed | -$226K | – | 294 |
|
2014
Q3 | $226K | Hold |
2,687
| – | – | 0.06% | 243 |
|
2014
Q2 | $228K | Sell |
2,687
-144
| -5% | -$12.2K | 0.06% | 237 |
|
2014
Q1 | $236K | Sell |
2,831
-2,571
| -48% | -$214K | 0.07% | 202 |
|
2013
Q4 | $441K | Buy |
+5,402
| New | +$441K | 0.15% | 107 |
|