SFS
Security 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 | $996K | Buy |
12,873
+1,398
| +12% | +$108K | 0.18% | 75 |
|
|
2025
Q1 | $879K | Buy |
11,475
+386
| +3% | +$29.6K | 0.17% | 76 |
|
|
2024
Q4 | $829K | Buy |
11,089
+244
| +2% | +$18.2K | 0.17% | 78 |
|
|
2024
Q3 | $850K | Sell |
10,845
-392
| -3% | -$30.7K | 0.17% | 72 |
|
|
2024
Q2 | $842K | Buy |
11,237
+2,843
| +34% | +$213K | 0.18% | 72 |
|
|
2024
Q1 | $633K | Buy |
8,394
+726
| +9% | +$54.7K | 0.14% | 87 |
|
|
2023
Q4 | $586K | Sell |
7,668
-1,185
| -13% | -$90.5K | 0.14% | 90 |
|
|
2023
Q3 | $640K | Sell |
8,853
-5,424
| -38% | -$392K | 0.18% | 86 |
|
|
2023
Q2 | $1.07M | Buy |
14,277
+6,022
| +73% | +$453K | 0.3% | 60 |
|
|
2023
Q1 | $633K | Buy |
8,255
+118
| +1% | +$9.06K | 0.19% | 82 |
|
|
2022
Q4 | $605K | Buy |
8,137
+174
| +2% | +$12.9K | 0.19% | 83 |
|
|
2022
Q3 | $585K | Buy |
7,963
+2,065
| +35% | +$152K | 0.2% | 84 |
|
|
2022
Q2 | $458K | Sell |
5,898
-1,919
| -25% | -$149K | 0.15% | 90 |
|
|
2022
Q1 | $640K | Buy |
7,817
+2,002
| +34% | +$164K | 0.2% | 71 |
|
|
2021
Q4 | $510K | Buy |
+5,815
| New | +$510K | 0.17% | 88 |
|