Southland Equity Partners’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 | $548K | Buy |
7,087
+154
| +2% | +$11.9K | 0.12% | 117 |
|
|
2025
Q1 | $531K | Buy |
6,933
+4
| +0.1% | +$306 | 0.12% | 116 |
|
|
2024
Q4 | $518K | Buy |
6,929
+76
| +1% | +$5.68K | 0.12% | 118 |
|
|
2024
Q3 | $537K | Sell |
6,853
-113
| -2% | -$8.86K | 0.13% | 111 |
|
|
2024
Q2 | $522K | Buy |
6,966
+17
| +0.2% | +$1.27K | 0.15% | 92 |
|
|
2024
Q1 | $524K | Sell |
6,949
-88
| -1% | -$6.64K | 0.15% | 96 |
|
|
2023
Q4 | $538K | Sell |
7,037
-121
| -2% | -$9.24K | 0.17% | 86 |
|
|
2023
Q3 | $518K | Sell |
7,158
-967
| -12% | -$69.9K | 0.18% | 80 |
|
|
2023
Q2 | $611K | Buy |
8,125
+3
| +0% | +$226 | 0.21% | 72 |
|
|
2023
Q1 | $623K | Sell |
8,122
-57
| -0.7% | -$4.37K | 0.24% | 68 |
|
|
2022
Q4 | $608K | Sell |
8,179
-2,169
| -21% | -$161K | 0.23% | 63 |
|
|
2022
Q3 | $760K | Sell |
10,348
-4,171
| -29% | -$306K | 0.37% | 47 |
|
|
2022
Q2 | $1.13M | Sell |
14,519
-60
| -0.4% | -$4.66K | 0.51% | 42 |
|
|
2022
Q1 | $1.19M | Buy |
14,579
+1,324
| +10% | +$108K | 0.5% | 41 |
|
|
2021
Q4 | $1.16M | Sell |
13,255
-917
| -6% | -$80.3K | 0.48% | 40 |
|
|
2021
Q3 | $1.27M | Sell |
14,172
-1,521
| -10% | -$136K | 0.58% | 38 |
|
|
2021
Q2 | $1.41M | Buy |
15,693
+1,857
| +13% | +$167K | 0.67% | 34 |
|
|
2021
Q1 | $1.23M | Buy |
13,836
+3,190
| +30% | +$283K | 0.7% | 31 |
|
|
2020
Q4 | $988K | Buy |
+10,646
| New | +$988K | 0.67% | 34 |
|