Sand Hill Global Advisors’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
Q1 | – | Sell |
-3,806
| Closed | -$284K | – | 198 |
|
|
2024
Q4 | $284K | Hold |
3,806
| – | – | 0.01% | 170 |
|
|
2024
Q3 | $298K | Buy |
3,806
+789
| +26% | +$61.8K | 0.01% | 166 |
|
|
2024
Q2 | $226K | Sell |
3,017
-187
| -6% | -$14K | 0.01% | 179 |
|
|
2024
Q1 | $242K | Sell |
3,204
-230,455
| -99% | -$17.4M | 0.01% | 151 |
|
|
2023
Q4 | $17.8M | Sell |
233,659
-7,692
| -3% | -$588K | 0.86% | 17 |
|
|
2023
Q3 | $17.5M | Sell |
241,351
-179,615
| -43% | -$13M | 0.96% | 16 |
|
|
2023
Q2 | $31.7M | Buy |
420,966
+30,450
| +8% | +$2.29M | 1.57% | 12 |
|
|
2023
Q1 | $30M | Buy |
390,516
+4,803
| +1% | +$369K | 1.61% | 13 |
|
|
2022
Q4 | $28.7M | Sell |
385,713
-10,088
| -3% | -$750K | 1.62% | 13 |
|
|
2022
Q3 | $29.1M | Buy |
395,801
+24,126
| +6% | +$1.77M | 1.83% | 13 |
|
|
2022
Q2 | $28.9M | Buy |
371,675
+20,678
| +6% | +$1.61M | 1.64% | 13 |
|
|
2022
Q1 | $28.7M | Buy |
350,997
+15,121
| +5% | +$1.24M | 1.59% | 11 |
|
|
2021
Q4 | $29.4M | Sell |
335,876
-2,604
| -0.8% | -$228K | 1.65% | 11 |
|
|
2021
Q3 | $30.3M | Buy |
338,480
+6,351
| +2% | +$568K | 1.84% | 10 |
|
|
2021
Q2 | $29.9M | Sell |
332,129
-22,252
| -6% | -$2M | 1.82% | 10 |
|
|
2021
Q1 | $31.4M | Sell |
354,381
-275,274
| -44% | -$24.4M | 2.04% | 10 |
|
|
2020
Q4 | $58.5M | Buy |
629,655
+9,225
| +1% | +$857K | 3.91% | 7 |
|
|
2020
Q3 | $58M | Buy |
620,430
+430,344
| +226% | +$40.2M | 4.41% | 7 |
|
|
2020
Q2 | $17.7M | Buy |
+190,086
| New | +$17.7M | 1.42% | 14 |
|