PCG
Prosperity Consulting Group’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 | – | Sell |
-3,272
| Closed | -$251K | – | 451 |
|
2025
Q1 | $251K | Sell |
3,272
-1,428
| -30% | -$109K | 0.02% | 394 |
|
2024
Q4 | $351K | Buy |
4,700
+79
| +2% | +$5.9K | 0.03% | 356 |
|
2024
Q3 | $362K | Sell |
4,621
-128
| -3% | -$10K | 0.03% | 349 |
|
2024
Q2 | $356K | Sell |
4,749
-509
| -10% | -$38.1K | 0.05% | 233 |
|
2024
Q1 | $396K | Buy |
5,258
+2,140
| +69% | +$161K | 0.05% | 237 |
|
2023
Q4 | $238K | Buy |
3,118
+102
| +3% | +$7.79K | 0.08% | 180 |
|
2023
Q3 | $218K | Sell |
3,016
-487
| -14% | -$35.2K | 0.1% | 136 |
|
2023
Q2 | $264K | Sell |
3,503
-97
| -3% | -$7.3K | 0.16% | 91 |
|
2023
Q1 | $276K | Buy |
3,600
+167
| +5% | +$12.8K | 0.17% | 89 |
|
2022
Q4 | $255K | Sell |
3,433
-385
| -10% | -$28.6K | 0.17% | 90 |
|
2022
Q3 | $281K | Buy |
3,818
+290
| +8% | +$21.3K | 0.23% | 76 |
|
2022
Q2 | $274K | Buy |
3,528
+348
| +11% | +$27K | 0.24% | 72 |
|
2022
Q1 | $260K | Sell |
3,180
-406
| -11% | -$33.2K | 0.19% | 86 |
|
2021
Q4 | $307K | Buy |
+3,586
| New | +$307K | 0.23% | 78 |
|