Ridgewood Investments’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 | $1.16M | Buy |
15,051
+715
| +5% | +$55.3K | 0.5% | 56 |
|
|
2025
Q1 | $1.1M | Buy |
14,336
+1,122
| +8% | +$85.9K | 0.51% | 54 |
|
|
2024
Q4 | $987K | Buy |
13,214
+1,620
| +14% | +$121K | 0.48% | 69 |
|
|
2024
Q3 | $909K | Buy |
11,594
+385
| +3% | +$30.2K | 0.45% | 67 |
|
|
2024
Q2 | $839K | Buy |
11,209
+494
| +5% | +$37K | 0.42% | 72 |
|
|
2024
Q1 | $808K | Buy |
10,715
+1,622
| +18% | +$122K | 0.43% | 74 |
|
|
2023
Q4 | $695K | Buy |
9,093
+1,038
| +13% | +$79.3K | 0.41% | 86 |
|
|
2023
Q3 | $582K | Hold |
8,055
| – | – | 0.38% | 89 |
|
|
2023
Q2 | $606K | Buy |
8,055
+631
| +8% | +$47.5K | 0.34% | 89 |
|
|
2023
Q1 | $570K | Buy |
7,424
+936
| +14% | +$71.8K | 0.35% | 87 |
|
|
2022
Q4 | $482K | Sell |
6,488
-195
| -3% | -$14.5K | 0.34% | 98 |
|
|
2022
Q3 | $491K | Buy |
6,683
+619
| +10% | +$45.5K | 0.41% | 85 |
|
|
2022
Q2 | $471K | Sell |
6,064
-320
| -5% | -$24.9K | 0.37% | 94 |
|
|
2022
Q1 | $523K | Buy |
6,384
+370
| +6% | +$30.3K | 0.34% | 100 |
|
|
2021
Q4 | $527K | Buy |
6,014
+510
| +9% | +$44.7K | 0.33% | 104 |
|
|
2021
Q3 | $492K | Buy |
5,504
+530
| +11% | +$47.4K | 0.33% | 102 |
|
|
2021
Q2 | $447K | Sell |
4,974
-967
| -16% | -$86.9K | 0.29% | 117 |
|
|
2021
Q1 | $527K | Buy |
5,941
+3,249
| +121% | +$288K | 0.32% | 103 |
|
|
2020
Q4 | $252K | Hold |
2,692
| – | – | 0.2% | 133 |
|
|
2020
Q3 | $252K | Buy |
+2,692
| New | +$252K | 0.2% | 134 |
|