Roundview Capital’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 | $27.2M | Buy |
351,692
+6,067
| +2% | +$469K | 1.82% | 11 |
|
|
2025
Q1 | $26.5M | Sell |
345,625
-4,798
| -1% | -$367K | 1.91% | 10 |
|
|
2024
Q4 | $26.2M | Buy |
350,423
+30,061
| +9% | +$2.25M | 1.83% | 11 |
|
|
2024
Q3 | $25.1M | Buy |
320,362
+8,780
| +3% | +$688K | 1.82% | 11 |
|
|
2024
Q2 | $23.3M | Buy |
311,582
+4,172
| +1% | +$312K | 1.84% | 11 |
|
|
2024
Q1 | $23.2M | Buy |
307,410
+25,423
| +9% | +$1.92M | 1.89% | 10 |
|
|
2023
Q4 | $21.5M | Buy |
281,987
+101,321
| +56% | +$7.74M | 1.99% | 8 |
|
|
2023
Q3 | $13.1M | Buy |
180,666
+41,028
| +29% | +$2.97M | 1.31% | 14 |
|
|
2023
Q2 | $10.5M | Buy |
139,638
+12,065
| +9% | +$908K | 1.03% | 20 |
|
|
2023
Q1 | $9.79M | Buy |
127,573
+22,810
| +22% | +$1.75M | 1.02% | 18 |
|
|
2022
Q4 | $7.79M | Buy |
104,763
+55,134
| +111% | +$4.1M | 0.89% | 20 |
|
|
2022
Q3 | $3.65M | Buy |
49,629
+39,260
| +379% | +$2.89M | 0.46% | 58 |
|
|
2022
Q2 | $805K | Sell |
10,369
-2,997
| -22% | -$233K | 0.1% | 188 |
|
|
2022
Q1 | $1.1M | Buy |
13,366
+927
| +7% | +$75.9K | 0.11% | 168 |
|
|
2021
Q4 | $1.09M | Sell |
12,439
-223
| -2% | -$19.5K | 0.11% | 180 |
|
|
2021
Q3 | $1.13M | Buy |
12,662
+191
| +2% | +$17.1K | 0.12% | 166 |
|
|
2021
Q2 | $1.12M | Buy |
12,471
+545
| +5% | +$49K | 0.13% | 170 |
|
|
2021
Q1 | $1.06M | Buy |
11,926
+1,854
| +18% | +$164K | 0.13% | 162 |
|
|
2020
Q4 | $935K | Buy |
10,072
+1,233
| +14% | +$114K | 0.13% | 154 |
|
|
2020
Q3 | $826K | Hold |
8,839
| – | – | 0.13% | 147 |
|
|
2020
Q2 | $824K | Sell |
8,839
-830
| -9% | -$77.4K | 0.14% | 153 |
|
|
2020
Q1 | $864K | Buy |
9,669
+301
| +3% | +$26.9K | 0.18% | 138 |
|
|
2019
Q4 | $817K | Buy |
9,368
+441
| +5% | +$38.5K | 0.16% | 156 |
|
|
2019
Q3 | $786K | Buy |
8,927
+8
| +0.1% | +$704 | 0.17% | 150 |
|
|
2019
Q2 | $772K | Buy |
8,919
+9
| +0.1% | +$779 | 0.17% | 142 |
|
|
2019
Q1 | $748K | Buy |
8,910
+6
| +0.1% | +$504 | 0.18% | 140 |
|
|
2018
Q4 | $724K | Sell |
8,904
-304
| -3% | -$24.7K | 0.2% | 123 |
|
|
2018
Q3 | $741K | Sell |
9,208
-219
| -2% | -$17.6K | 0.18% | 140 |
|
|
2018
Q2 | $763K | Buy |
9,427
+9
| +0.1% | +$728 | 0.2% | 133 |
|
|
2018
Q1 | $770K | Sell |
9,418
-26
| -0.3% | -$2.13K | 0.22% | 123 |
|
|
2017
Q4 | $792K | Buy |
9,444
+1,680
| +22% | +$141K | 0.2% | 128 |
|
|
2017
Q3 | $657K | Buy |
7,764
+318
| +4% | +$26.9K | 0.19% | 133 |
|
|
2017
Q2 | $629K | Buy |
7,446
+561
| +8% | +$47.4K | 0.18% | 137 |
|
|
2017
Q1 | $576K | Buy |
6,885
+440
| +7% | +$36.8K | 0.18% | 139 |
|
|
2016
Q4 | $535K | Sell |
6,445
-286
| -4% | -$23.7K | 0.17% | 141 |
|
|
2016
Q3 | $590K | Buy |
6,731
+37
| +0.6% | +$3.24K | 0.21% | 125 |
|
|
2016
Q2 | $590K | Buy |
6,694
+224
| +3% | +$19.7K | 0.22% | 115 |
|
|
2016
Q1 | $558K | Hold |
6,470
| – | – | 0.21% | 121 |
|
|
2015
Q4 | $537K | Buy |
+6,470
| New | +$537K | 0.21% | 114 |
|