Retirement Planning Group (Kansas)’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 | $9.28M | Buy |
120,005
+4,760
| +4% | +$368K | 0.39% | 29 |
|
2025
Q1 | $8.82M | Buy |
115,245
+78,480
| +213% | +$6.01M | 0.41% | 29 |
|
2024
Q4 | $2.75M | Sell |
36,765
-29,393
| -44% | -$2.2M | 0.14% | 65 |
|
2024
Q3 | $5.18M | Buy |
+66,158
| New | +$5.18M | 0.28% | 43 |
|
2024
Q2 | – | Sell |
-3,878
| Closed | -$292K | – | 233 |
|
2024
Q1 | $292K | Buy |
+3,878
| New | +$292K | 0.02% | 178 |
|