Sigma Planning Corp’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 | $9.97M | Sell |
128,934
-3,971
| -3% | -$307K | 0.3% | 59 |
|
|
2025
Q1 | $10.2M | Sell |
132,905
-135
| -0.1% | -$10.3K | 0.32% | 52 |
|
|
2024
Q4 | $9.94M | Sell |
133,040
-20,453
| -13% | -$1.53M | 0.31% | 53 |
|
|
2024
Q3 | $12M | Buy |
153,493
+32,547
| +27% | +$2.55M | 0.37% | 46 |
|
|
2024
Q2 | $9.06M | Buy |
120,946
+8,471
| +8% | +$634K | 0.29% | 62 |
|
|
2024
Q1 | $8.48M | Buy |
112,475
+83,873
| +293% | +$6.32M | 0.27% | 65 |
|
|
2023
Q4 | $2.18M | Sell |
28,602
-50,241
| -64% | -$3.84M | 0.17% | 111 |
|
|
2023
Q3 | $5.7M | Sell |
78,843
-6,177
| -7% | -$447K | 0.21% | 89 |
|
|
2023
Q2 | $6.4M | Sell |
85,020
-9,292
| -10% | -$699K | 0.23% | 82 |
|
|
2023
Q1 | $7.24M | Buy |
94,312
+14,938
| +19% | +$1.15M | 0.24% | 88 |
|
|
2022
Q4 | $5.9M | Buy |
79,374
+10,635
| +15% | +$790K | 0.21% | 108 |
|
|
2022
Q3 | $5.05M | Sell |
68,739
-6,914
| -9% | -$508K | 0.19% | 114 |
|
|
2022
Q2 | $5.88M | Buy |
75,653
+5,864
| +8% | +$455K | 0.2% | 103 |
|
|
2022
Q1 | $5.72M | Buy |
69,789
+2,359
| +3% | +$193K | 0.17% | 118 |
|
|
2021
Q4 | $5.91M | Sell |
67,430
-15,491
| -19% | -$1.36M | 0.16% | 126 |
|
|
2021
Q3 | $7.42M | Buy |
82,921
+11,165
| +16% | +$999K | 0.22% | 91 |
|
|
2021
Q2 | $6.46M | Buy |
71,756
+6,741
| +10% | +$606K | 0.19% | 110 |
|
|
2021
Q1 | $5.77M | Buy |
65,015
+31,248
| +93% | +$2.77M | 0.18% | 127 |
|
|
2020
Q4 | $3.14M | Buy |
33,767
+6,347
| +23% | +$589K | 0.11% | 199 |
|
|
2020
Q3 | $2.56M | Buy |
27,420
+2,692
| +11% | +$252K | 0.1% | 212 |
|
|
2020
Q2 | $2.3M | Sell |
24,728
-1,999
| -7% | -$186K | 0.1% | 212 |
|
|
2020
Q1 | $2.39M | Sell |
26,727
-5,303
| -17% | -$474K | 0.14% | 152 |
|
|
2019
Q4 | $2.79M | Buy |
32,030
+22,239
| +227% | +$1.94M | 0.12% | 174 |
|
|
2019
Q3 | $862K | Sell |
9,791
-290
| -3% | -$25.5K | 0.04% | 414 |
|
|
2019
Q2 | $872K | Buy |
10,081
+1,531
| +18% | +$132K | 0.04% | 377 |
|
|
2019
Q1 | $718K | Buy |
8,550
+299
| +4% | +$25.1K | 0.04% | 396 |
|
|
2018
Q4 | $671K | Buy |
8,251
+835
| +11% | +$67.9K | 0.05% | 345 |
|
|
2018
Q3 | $597K | Sell |
7,416
-1,947
| -21% | -$157K | 0.04% | 427 |
|
|
2018
Q2 | $758K | Sell |
9,363
-392
| -4% | -$31.7K | 0.05% | 350 |
|
|
2018
Q1 | $798K | Sell |
9,755
-2,470
| -20% | -$202K | 0.06% | 315 |
|
|
2017
Q4 | $1.03M | Buy |
12,225
+523
| +4% | +$43.9K | 0.08% | 259 |
|
|
2017
Q3 | $991K | Sell |
11,702
-595
| -5% | -$50.4K | 0.08% | 254 |
|
|
2017
Q2 | $1.04M | Sell |
12,297
-252
| -2% | -$21.3K | 0.1% | 235 |
|
|
2017
Q1 | $1.05M | Sell |
12,549
-2,310
| -16% | -$193K | 0.1% | 230 |
|
|
2016
Q4 | $1.23M | Sell |
14,859
-3,096
| -17% | -$257K | 0.13% | 179 |
|
|
2016
Q3 | $1.57M | Buy |
17,955
+2,881
| +19% | +$253K | 0.19% | 132 |
|
|
2016
Q2 | $1.33M | Buy |
15,074
+4,243
| +39% | +$374K | 0.17% | 145 |
|
|
2016
Q1 | $934K | Buy |
10,831
+4,429
| +69% | +$382K | 0.13% | 198 |
|
|
2015
Q4 | $532K | Buy |
6,402
+651
| +11% | +$54.1K | 0.07% | 295 |
|
|
2015
Q3 | $488K | Sell |
5,751
-64
| -1% | -$5.43K | 0.08% | 299 |
|
|
2015
Q2 | $488K | Sell |
5,815
-1,119
| -16% | -$93.9K | 0.07% | 339 |
|
|
2015
Q1 | $598K | Buy |
6,934
+390
| +6% | +$33.6K | 0.08% | 299 |
|
|
2014
Q4 | $554K | Buy |
+6,544
| New | +$554K | 0.07% | 314 |
|