SFPM
Sensible Financial Planning & Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,456
| Closed | -$657K | – | 44 |
|
|
2022
Q2 | $657K | Sell |
8,456
-34,036
| -80% | -$2.64M | 0.17% | 34 |
|
|
2022
Q1 | $3.48M | Sell |
42,492
-237,937
| -85% | -$19.5M | 0.93% | 21 |
|
|
2021
Q4 | $24.6M | Buy |
280,429
+161,048
| +135% | +$14.1M | 6.98% | 3 |
|
|
2021
Q3 | $10.7M | Sell |
119,381
-34
| -0% | -$3.04K | 3.48% | 10 |
|
|
2021
Q2 | $10.7M | Buy |
119,415
+7,973
| +7% | +$717K | 3.63% | 9 |
|
|
2021
Q1 | $9.89M | Sell |
111,442
-1,634
| -1% | -$145K | 3.63% | 9 |
|
|
2020
Q4 | $10.5M | Sell |
113,076
-273
| -0.2% | -$25.3K | 3.91% | 9 |
|
|
2020
Q3 | $10.6M | Sell |
113,349
-20
| -0% | -$1.87K | 4.33% | 9 |
|
|
2020
Q2 | $10.6M | Sell |
113,369
-6,097
| -5% | -$568K | 4.53% | 5 |
|
|
2020
Q1 | $10.7M | Sell |
119,466
-34,140
| -22% | -$3.05M | 5.08% | 5 |
|
|
2019
Q4 | $13.4M | Buy |
153,606
+1
| +0% | +$87 | 5.65% | 5 |
|
|
2019
Q3 | $13.5M | Buy |
153,605
+1,415
| +0.9% | +$125K | 5.84% | 4 |
|
|
2019
Q2 | $13.2M | Sell |
152,190
-9,666
| -6% | -$836K | 5.63% | 4 |
|
|
2019
Q1 | $13.6M | Sell |
161,856
-2,267
| -1% | -$190K | 6.15% | 4 |
|
|
2018
Q4 | $13.3M | Buy |
+164,123
| New | +$13.3M | 6.46% | 3 |
|