SC
Stephens Consulting’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 | $1.42M | Sell |
18,332
-511
| -3% | -$39.5K | 0.34% | 34 |
|
2025
Q1 | $1.44M | Sell |
18,843
-139
| -0.7% | -$10.6K | 0.36% | 30 |
|
2024
Q4 | $1.42M | Buy |
18,982
+5
| +0% | +$374 | 0.36% | 33 |
|
2024
Q3 | $1.49M | Buy |
18,977
+18
| +0.1% | +$1.41K | 0.38% | 33 |
|
2024
Q2 | $1.42M | Sell |
18,959
-610
| -3% | -$45.7K | 0.4% | 31 |
|
2024
Q1 | $1.48M | Sell |
19,569
-1,323
| -6% | -$99.8K | 0.45% | 27 |
|
2023
Q4 | $1.6M | Sell |
20,892
-256
| -1% | -$19.6K | 0.54% | 26 |
|
2023
Q3 | $1.53M | Sell |
21,148
-747
| -3% | -$54K | 0.62% | 22 |
|
2023
Q2 | $1.65M | Sell |
21,895
-157
| -0.7% | -$11.8K | 0.65% | 22 |
|
2023
Q1 | $1.69M | Sell |
22,052
-68
| -0.3% | -$5.22K | 1.02% | 20 |
|
2022
Q4 | $1.64M | Buy |
22,120
+17,707
| +401% | +$1.32M | 1.09% | 17 |
|
2022
Q3 | $324K | Sell |
4,413
-610
| -12% | -$44.8K | 0.29% | 53 |
|
2022
Q2 | $390K | Buy |
5,023
+2,381
| +90% | +$185K | 0.32% | 38 |
|
2022
Q1 | $216K | Hold |
2,642
| – | – | 0.18% | 73 |
|
2021
Q4 | $231K | Buy |
+2,642
| New | +$231K | 0.19% | 83 |
|