Resource Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $362K | Sell |
4,743
-1,144
| -19% | -$87.4K | 0.23% | 55 |
|
|
2023
Q3 | $426K | Sell |
5,887
-237
| -4% | -$17.1K | 0.36% | 37 |
|
|
2023
Q2 | $461K | Sell |
6,124
-3,907
| -39% | -$294K | 0.37% | 35 |
|
|
2023
Q1 | $770K | Buy |
10,031
+428
| +4% | +$32.8K | 0.63% | 31 |
|
|
2022
Q4 | $714K | Sell |
9,603
-371
| -4% | -$27.6K | 0.57% | 35 |
|
|
2022
Q3 | $733K | Sell |
9,974
-780
| -7% | -$57.3K | 0.64% | 32 |
|
|
2022
Q2 | $835K | Buy |
10,754
+565
| +6% | +$43.9K | 0.7% | 32 |
|
|
2022
Q1 | $835K | Buy |
10,189
+39
| +0.4% | +$3.2K | 0.6% | 32 |
|
|
2021
Q4 | $889K | Buy |
10,150
+2,134
| +27% | +$187K | 0.6% | 34 |
|
|
2021
Q3 | $717K | Sell |
8,016
-361
| -4% | -$32.3K | 0.45% | 41 |
|
|
2021
Q2 | $754K | Sell |
8,377
-2,193
| -21% | -$197K | 0.44% | 38 |
|
|
2021
Q1 | $938K | Buy |
10,570
+139
| +1% | +$12.3K | 0.61% | 30 |
|
|
2020
Q4 | $969K | Sell |
10,431
-319
| -3% | -$29.6K | 0.69% | 29 |
|
|
2020
Q3 | $1.01M | Buy |
10,750
+3,594
| +50% | +$336K | 0.76% | 27 |
|
|
2020
Q2 | $667K | Buy |
7,156
+1,360
| +23% | +$127K | 0.5% | 34 |
|
|
2020
Q1 | $518K | Sell |
5,796
-133
| -2% | -$11.9K | 0.45% | 28 |
|
|
2019
Q4 | $517K | Hold |
5,929
| – | – | 0.3% | 36 |
|
|
2019
Q3 | $522K | Hold |
5,929
| – | – | 0.31% | 35 |
|
|
2019
Q2 | $513K | Buy |
+5,929
| New | +$513K | 0.3% | 34 |
|