PMA
Prudent Man 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 | $230K | Hold |
2,978
| – | – | 0.07% | 154 |
|
|
2025
Q1 | $228K | Sell |
2,978
-24,536
| -89% | -$1.88M | 0.08% | 149 |
|
|
2024
Q4 | $2.06M | Sell |
27,514
-1,388
| -5% | -$104K | 0.75% | 21 |
|
|
2024
Q3 | $2.27M | Hold |
28,902
| – | – | 0.76% | 20 |
|
|
2024
Q2 | $2.16M | Hold |
28,902
| – | – | 0.77% | 22 |
|
|
2024
Q1 | $2.18M | Sell |
28,902
-23,207
| -45% | -$1.75M | 0.82% | 19 |
|
|
2023
Q4 | $3.98M | Sell |
52,109
-129
| -0.2% | -$9.85K | 1.49% | 10 |
|
|
2023
Q3 | $3.78M | Sell |
52,238
-1,115
| -2% | -$80.6K | 1.5% | 10 |
|
|
2023
Q2 | $4.01M | Buy |
53,353
+375
| +0.7% | +$28.2K | 1.51% | 10 |
|
|
2023
Q1 | $4.06M | Hold |
52,978
| – | – | 1.59% | 9 |
|
|
2022
Q4 | $3.93M | Buy |
52,978
+1,432
| +3% | +$106K | 1.59% | 9 |
|
|
2022
Q3 | $3.79M | Hold |
51,546
| – | – | 1.79% | 7 |
|
|
2022
Q2 | $4M | Hold |
51,546
| – | – | 1.87% | 7 |
|
|
2022
Q1 | $4.22M | Hold |
51,546
| – | – | 1.71% | 8 |
|
|
2021
Q4 | $4.52M | Buy |
51,546
+1,125
| +2% | +$98.6K | 1.72% | 9 |
|
|
2021
Q3 | $4.51M | Sell |
50,421
-650
| -1% | -$58.1K | 1.71% | 7 |
|
|
2021
Q2 | $4.59M | Buy |
51,071
+6,404
| +14% | +$576K | 1.77% | 7 |
|
|
2021
Q1 | $3.96M | Sell |
44,667
-3,250
| -7% | -$288K | 1.66% | 7 |
|
|
2020
Q4 | $4.45M | Buy |
47,917
+23,746
| +98% | +$2.2M | 1.86% | 7 |
|
|
2020
Q3 | $2.26M | Buy |
+24,171
| New | +$2.26M | 1.2% | 12 |
|