Rehmann Capital Advisory Group’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 | $964K | Buy |
+12,458
| New | +$964K | 0.06% | 216 |
|
|
2021
Q1 | – | Sell |
-2,165
| Closed | -$201K | – | 513 |
|
|
2020
Q4 | $201K | Buy |
2,165
+16
| +0.7% | +$1.49K | 0.02% | 469 |
|
|
2020
Q3 | $201K | Buy |
+2,149
| New | +$201K | 0.03% | 408 |
|
|
2020
Q2 | – | Sell |
-2,256
| Closed | -$202K | – | 418 |
|
|
2020
Q1 | $202K | Buy |
+2,256
| New | +$202K | 0.03% | 362 |
|
|
2019
Q3 | – | Sell |
-2,516
| Closed | -$218K | – | 1713 |
|
|
2019
Q2 | $218K | Sell |
2,516
-89
| -3% | -$7.7K | 0.03% | 418 |
|
|
2019
Q1 | $219K | Sell |
2,605
-6,299
| -71% | -$529K | 0.03% | 391 |
|
|
2018
Q4 | $708K | Buy |
8,904
+4,024
| +82% | +$320K | 0.11% | 101 |
|
|
2018
Q3 | $393K | Sell |
4,880
-44
| -0.9% | -$3.54K | 0.05% | 256 |
|
|
2018
Q2 | $399K | Sell |
4,924
-1,826
| -27% | -$148K | 0.06% | 242 |
|
|
2018
Q1 | $552K | Sell |
6,750
-25,103
| -79% | -$2.05M | 0.09% | 179 |
|
|
2017
Q4 | $2.67M | Buy |
31,853
+2,026
| +7% | +$170K | 0.45% | 43 |
|
|
2017
Q3 | $2.53M | Buy |
29,827
+1,941
| +7% | +$164K | 0.46% | 42 |
|
|
2017
Q2 | $2.36M | Buy |
27,886
+2,974
| +12% | +$251K | 0.45% | 46 |
|
|
2017
Q1 | $2.08M | Buy |
24,912
+16,785
| +207% | +$1.4M | 0.35% | 58 |
|
|
2016
Q4 | $675K | Buy |
8,127
+3,114
| +62% | +$259K | 0.12% | 152 |
|
|
2016
Q3 | $439K | Hold |
5,013
| – | – | 0.09% | 196 |
|
|
2016
Q2 | $441K | Sell |
5,013
-38
| -0.8% | -$3.34K | 0.08% | 192 |
|
|
2016
Q1 | $436K | Buy |
5,051
+191
| +4% | +$16.5K | 0.08% | 183 |
|
|
2015
Q4 | $404K | Buy |
4,860
+41
| +0.9% | +$3.41K | 0.08% | 179 |
|
|
2015
Q3 | $409K | Sell |
4,819
-97
| -2% | -$8.23K | 0.09% | 168 |
|
|
2015
Q2 | $412K | Sell |
4,916
-191
| -4% | -$16K | 0.09% | 175 |
|
|
2015
Q1 | $440K | Sell |
5,107
-167
| -3% | -$14.4K | 0.1% | 172 |
|
|
2014
Q4 | $447K | Buy |
+5,274
| New | +$447K | 0.1% | 166 |
|