SMC
Smith, Moore & Co’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 | $436K | Buy |
5,634
+1,079
| +24% | +$83.4K | 0.04% | 324 |
|
|
2025
Q1 | $349K | Sell |
4,555
-105
| -2% | -$8.04K | 0.03% | 342 |
|
|
2024
Q4 | $348K | Buy |
4,660
+567
| +14% | +$42.4K | 0.03% | 343 |
|
|
2024
Q3 | $321K | Sell |
4,093
-101
| -2% | -$7.92K | 0.03% | 352 |
|
|
2024
Q2 | $314K | Buy |
4,194
+77
| +2% | +$5.77K | 0.03% | 344 |
|
|
2024
Q1 | $310K | Sell |
4,117
-59
| -1% | -$4.45K | 0.03% | 340 |
|
|
2023
Q4 | $319K | Sell |
4,176
-527
| -11% | -$40.3K | 0.04% | 319 |
|
|
2023
Q3 | $340K | Buy |
4,703
+223
| +5% | +$16.1K | 0.04% | 291 |
|
|
2023
Q2 | $337K | Buy |
4,480
+322
| +8% | +$24.2K | 0.04% | 298 |
|
|
2023
Q1 | $319K | Sell |
4,158
-427
| -9% | -$32.8K | 0.04% | 297 |
|
|
2022
Q4 | $341K | Sell |
4,585
-298
| -6% | -$22.1K | 0.05% | 282 |
|
|
2022
Q3 | $359K | Sell |
4,883
-490
| -9% | -$36K | 0.05% | 269 |
|
|
2022
Q2 | $417K | Sell |
5,373
-706
| -12% | -$54.8K | 0.06% | 243 |
|
|
2022
Q1 | $498K | Buy |
6,079
+202
| +3% | +$16.5K | 0.07% | 239 |
|
|
2021
Q4 | $515K | Buy |
5,877
+1,011
| +21% | +$88.6K | 0.07% | 239 |
|
|
2021
Q3 | $435K | Buy |
4,866
+178
| +4% | +$15.9K | 0.07% | 248 |
|
|
2021
Q2 | $422K | Buy |
4,688
+486
| +12% | +$43.7K | 0.06% | 256 |
|
|
2021
Q1 | $373K | Buy |
4,202
+109
| +3% | +$9.68K | 0.06% | 267 |
|
|
2020
Q4 | $380K | Sell |
4,093
-34
| -0.8% | -$3.16K | 0.07% | 230 |
|
|
2020
Q3 | $386K | Buy |
4,127
+16
| +0.4% | +$1.5K | 0.08% | 226 |
|
|
2020
Q2 | $383K | Sell |
4,111
-70
| -2% | -$6.52K | 0.08% | 211 |
|
|
2020
Q1 | $374K | Sell |
4,181
-742
| -15% | -$66.4K | 0.1% | 187 |
|
|
2019
Q4 | $429K | Sell |
4,923
-1,045
| -18% | -$91.1K | 0.09% | 200 |
|
|
2019
Q3 | $525K | Sell |
5,968
-818
| -12% | -$72K | 0.12% | 162 |
|
|
2019
Q2 | $587K | Buy |
6,786
+1,007
| +17% | +$87.1K | 0.13% | 152 |
|
|
2019
Q1 | $485K | Buy |
5,779
+388
| +7% | +$32.6K | 0.12% | 174 |
|
|
2018
Q4 | $438K | Buy |
5,391
+174
| +3% | +$14.1K | 0.12% | 167 |
|
|
2018
Q3 | $420K | Buy |
5,217
+109
| +2% | +$8.78K | 0.1% | 201 |
|
|
2018
Q2 | $414K | Buy |
5,108
+758
| +17% | +$61.4K | 0.1% | 185 |
|
|
2018
Q1 | $356K | Buy |
4,350
+22
| +0.5% | +$1.8K | 0.1% | 200 |
|
|
2017
Q4 | $363K | Buy |
4,328
+1,164
| +37% | +$97.6K | 0.1% | 200 |
|
|
2017
Q3 | $268K | Buy |
+3,164
| New | +$268K | 0.08% | 235 |
|