SFP
Sterling Financial Planning’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 | $8.14M | Buy |
105,275
+3,849
| +4% | +$298K | 2.72% | 11 |
|
|
2025
Q1 | $7.77M | Buy |
101,426
+7,169
| +8% | +$549K | 2.82% | 11 |
|
|
2024
Q4 | $7.04M | Sell |
94,257
-1,020
| -1% | -$76.2K | 2.59% | 11 |
|
|
2024
Q3 | $7.47M | Buy |
95,277
+4,684
| +5% | +$367K | 2.75% | 10 |
|
|
2024
Q2 | $6.78M | Buy |
90,593
+9,021
| +11% | +$676K | 2.75% | 11 |
|
|
2024
Q1 | $6.15M | Buy |
81,572
+12,723
| +18% | +$959K | 2.49% | 11 |
|
|
2023
Q4 | $5.26M | Buy |
68,849
+3,847
| +6% | +$294K | 2.28% | 11 |
|
|
2023
Q3 | $4.7M | Buy |
65,002
+3,810
| +6% | +$275K | 2.41% | 11 |
|
|
2023
Q2 | $4.6M | Buy |
61,192
+6,523
| +12% | +$491K | 2.28% | 11 |
|
|
2023
Q1 | $4.2M | Buy |
54,669
+23,384
| +75% | +$1.79M | 2.28% | 12 |
|
|
2022
Q4 | $2.33M | Buy |
31,285
+8,096
| +35% | +$602K | 1.39% | 22 |
|
|
2022
Q3 | $1.7M | Buy |
23,189
+8,665
| +60% | +$637K | 1.19% | 23 |
|
|
2022
Q2 | $1.13M | Buy |
14,524
+7,736
| +114% | +$601K | 0.79% | 31 |
|
|
2022
Q1 | $556K | Buy |
6,788
+738
| +12% | +$60.4K | 0.35% | 50 |
|
|
2021
Q4 | $530K | Buy |
6,050
+660
| +12% | +$57.8K | 0.33% | 55 |
|
|
2021
Q3 | $482K | Buy |
5,390
+1,419
| +36% | +$127K | 0.31% | 52 |
|
|
2021
Q2 | $357K | Buy |
3,971
+1,712
| +76% | +$154K | 0.23% | 56 |
|
|
2021
Q1 | $200K | Buy |
2,259
+596
| +36% | +$52.8K | 0.14% | 78 |
|
|
2020
Q4 | $154K | Buy |
+1,663
| New | +$154K | 0.12% | 85 |
|