Soundmark Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-173,339
| Closed | -$13.1M | – | 8 |
|
|
2024
Q1 | $13.1M | Buy |
173,339
+55,163
| +47% | +$4.16M | 5.8% | 4 |
|
|
2023
Q4 | $9.03M | Sell |
118,176
-401
| -0.3% | -$30.6K | 4.46% | 6 |
|
|
2023
Q3 | $8.57M | Buy |
118,577
+27,423
| +30% | +$1.98M | 4.76% | 6 |
|
|
2023
Q2 | $6.86M | Buy |
91,154
+10,862
| +14% | +$817K | 3.82% | 7 |
|
|
2023
Q1 | $6.16M | Buy |
80,292
+2,016
| +3% | +$155K | 3.69% | 9 |
|
|
2022
Q4 | $5.82M | Buy |
78,276
+53,044
| +210% | +$3.94M | 3.75% | 8 |
|
|
2022
Q3 | $1.85M | Buy |
25,232
+3,539
| +16% | +$260K | 1.3% | 23 |
|
|
2022
Q2 | $1.68M | Buy |
21,693
+4,739
| +28% | +$368K | 1.2% | 23 |
|
|
2022
Q1 | $1.39M | Buy |
16,954
+4,738
| +39% | +$388K | 0.97% | 26 |
|
|
2021
Q4 | $1.07M | Sell |
12,216
-11,048
| -47% | -$968K | 0.73% | 30 |
|
|
2021
Q3 | $2.08M | Buy |
+23,264
| New | +$2.08M | 0.75% | 26 |
|
|
2021
Q2 | – | Sell |
-18,064
| Closed | -$1.6M | – | 65 |
|
|
2021
Q1 | $1.6M | Buy |
18,064
+4,259
| +31% | +$378K | 0.88% | 21 |
|
|
2020
Q4 | $1.28M | Buy |
+13,805
| New | +$1.28M | 0.82% | 21 |
|