Semmax Financial 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
Q2 | $1.99M | Sell |
25,742
-596
| -2% | -$46K | 0.51% | 67 |
|
|
2025
Q1 | $2M | Sell |
26,338
-1,866
| -7% | -$142K | 0.54% | 69 |
|
|
2024
Q4 | $2.12M | Sell |
28,204
-1,697
| -6% | -$127K | 0.56% | 64 |
|
|
2024
Q3 | $2.25M | Buy |
29,901
+1,279
| +4% | +$96.3K | 0.62% | 60 |
|
|
2024
Q2 | $2.22M | Buy |
28,622
+937
| +3% | +$72.6K | 0.67% | 62 |
|
|
2024
Q1 | $2.05M | Buy |
27,685
+815
| +3% | +$60.4K | 0.68% | 61 |
|
|
2023
Q4 | $2M | Sell |
26,870
-4,011
| -13% | -$299K | 0.73% | 54 |
|
|
2023
Q3 | $2.23M | Buy |
+30,881
| New | +$2.23M | 0.89% | 47 |
|
|
2022
Q4 | $1.27M | Sell |
16,549
-11,859
| -42% | -$907K | 0.5% | 52 |
|
|
2022
Q3 | $2.05M | Sell |
28,408
-3,506
| -11% | -$253K | 0.87% | 40 |
|
|
2022
Q2 | $2.53M | Sell |
31,914
-11,177
| -26% | -$884K | 1.03% | 39 |
|
|
2022
Q1 | $3.53M | Buy |
43,091
+11,165
| +35% | +$914K | 1.39% | 27 |
|
|
2021
Q4 | $2.8M | Sell |
31,926
-4,411
| -12% | -$386K | 1.03% | 40 |
|
|
2021
Q3 | $3.25M | Sell |
36,337
-2,108
| -5% | -$189K | 1.12% | 33 |
|
|
2021
Q2 | $3.46M | Buy |
38,445
+3,334
| +9% | +$300K | 1.11% | 33 |
|
|
2021
Q1 | $3.12M | Buy |
35,111
+5,817
| +20% | +$516K | 1.11% | 32 |
|
|
2020
Q4 | $2.72M | Buy |
29,294
+3,778
| +15% | +$351K | 1.12% | 30 |
|
|
2020
Q3 | $2.39M | Buy |
25,516
+2,700
| +12% | +$252K | 1.13% | 31 |
|
|
2020
Q2 | $2.13M | Buy |
22,816
+211
| +0.9% | +$19.7K | 1.11% | 31 |
|
|
2020
Q1 | $2.02M | Sell |
22,605
-4,625
| -17% | -$413K | 1.28% | 27 |
|
|
2019
Q4 | $2.38M | Sell |
27,230
-448
| -2% | -$39.1K | 1.31% | 24 |
|
|
2019
Q3 | $2.44M | Sell |
27,678
-3,800
| -12% | -$334K | 1.46% | 22 |
|
|
2019
Q2 | $2.72M | Buy |
31,478
+1,685
| +6% | +$146K | 1.76% | 15 |
|
|
2019
Q1 | $2.5M | Sell |
29,793
-3,161
| -10% | -$265K | 1.73% | 9 |
|
|
2018
Q4 | $2.68M | Buy |
+32,954
| New | +$2.68M | 2.09% | 10 |
|