S.A. Mason’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 | $268K | Hold |
3,471
| – | – | 0.13% | 147 |
|
|
2025
Q1 | $266K | Hold |
3,471
| – | – | 0.14% | 143 |
|
|
2024
Q4 | $259K | Hold |
3,471
| – | – | 0.14% | 145 |
|
|
2024
Q3 | $272K | Hold |
3,471
| – | – | 0.14% | 141 |
|
|
2024
Q2 | $260K | Hold |
3,471
| – | – | 0.15% | 140 |
|
|
2024
Q1 | $262K | Hold |
3,471
| – | – | 0.16% | 138 |
|
|
2023
Q4 | $265K | Hold |
3,471
| – | – | 0.18% | 129 |
|
|
2023
Q3 | $251K | Sell |
3,471
-100
| -3% | -$7.23K | 0.18% | 133 |
|
|
2023
Q2 | $274K | Hold |
3,571
| – | – | 0.2% | 129 |
|
|
2023
Q1 | $274K | Hold |
3,571
| – | – | 0.2% | 129 |
|
|
2022
Q4 | $265K | Sell |
3,571
-2,445
| -41% | -$182K | 0.2% | 127 |
|
|
2022
Q3 | $442K | Sell |
6,016
-175
| -3% | -$12.9K | 0.35% | 81 |
|
|
2022
Q2 | $481K | Sell |
6,191
-815
| -12% | -$63.3K | 0.35% | 79 |
|
|
2022
Q1 | $574K | Sell |
7,006
-25
| -0.4% | -$2.05K | 0.36% | 77 |
|
|
2021
Q4 | $616K | Hold |
7,031
| – | – | 0.37% | 77 |
|
|
2021
Q3 | $629K | Hold |
7,031
| – | – | 0.41% | 72 |
|
|
2021
Q2 | $633K | Hold |
7,031
| – | – | 0.44% | 66 |
|
|
2021
Q1 | $624K | Buy |
7,031
+10
| +0.1% | +$887 | 0.47% | 66 |
|
|
2020
Q4 | $652K | Buy |
7,021
+2,625
| +60% | +$244K | 0.54% | 52 |
|
|
2020
Q3 | $411K | Hold |
4,396
| – | – | 0.39% | 71 |
|
|
2020
Q2 | $410K | Buy |
4,396
+500
| +13% | +$46.6K | 0.43% | 66 |
|
|
2020
Q1 | $348K | Buy |
3,896
+2,095
| +116% | +$187K | 0.42% | 68 |
|
|
2019
Q4 | $157K | Buy |
+1,801
| New | +$157K | 0.15% | 141 |
|