Stephenson & Company’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 | $10.6M | Buy |
136,437
+1,458
| +1% | +$113K | 6.41% | 6 |
|
|
2025
Q1 | $10.3M | Buy |
134,979
+99
| +0.1% | +$7.58K | 6.72% | 6 |
|
|
2024
Q4 | $10.1M | Buy |
134,880
+3,171
| +2% | +$237K | 6.78% | 6 |
|
|
2024
Q3 | $10.3M | Sell |
131,709
-424
| -0.3% | -$33.2K | 6.99% | 6 |
|
|
2024
Q2 | $9.9M | Buy |
132,133
+1,759
| +1% | +$132K | 7.34% | 6 |
|
|
2024
Q1 | $9.83M | Buy |
130,374
+8,040
| +7% | +$606K | 7.19% | 6 |
|
|
2023
Q4 | $9.34M | Buy |
+122,334
| New | +$9.34M | 7.83% | 6 |
|