RFS
Richardson Financial Services’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 | $163K | Hold |
2,108
| – | – | 0.11% | 163 |
|
|
2025
Q1 | $161K | Buy |
2,108
+77
| +4% | +$5.9K | 0.12% | 158 |
|
|
2024
Q4 | $152K | Sell |
2,031
-1,900
| -48% | -$142K | 0.11% | 166 |
|
|
2024
Q3 | $301K | Buy |
3,931
+2,031
| +107% | +$156K | 0.19% | 118 |
|
|
2024
Q2 | $142K | Buy |
1,900
+200
| +12% | +$15K | 0.1% | 165 |
|
|
2024
Q1 | $128K | Buy |
+1,700
| New | +$128K | 0.09% | 178 |
|