Strategic Investment Advisors’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 | $2.05M | Sell |
26,570
-1,192
| -4% | -$92.1K | 0.2% | 56 |
|
|
2025
Q1 | $2.13M | Buy |
27,762
+1,002
| +4% | +$76.7K | 0.23% | 57 |
|
|
2024
Q4 | $2M | Buy |
26,760
+747
| +3% | +$55.8K | 0.21% | 63 |
|
|
2024
Q3 | $2.04M | Buy |
26,013
+500
| +2% | +$39.2K | 0.22% | 64 |
|
|
2024
Q2 | $1.91M | Buy |
25,513
+977
| +4% | +$73.2K | 0.23% | 62 |
|
|
2024
Q1 | $1.85M | Buy |
24,536
+1,156
| +5% | +$87.2K | 0.24% | 62 |
|
|
2023
Q4 | $1.79M | Buy |
23,380
+155
| +0.7% | +$11.8K | 0.26% | 62 |
|
|
2023
Q3 | $1.68M | Buy |
23,225
+894
| +4% | +$64.6K | 0.28% | 54 |
|
|
2023
Q2 | $1.68M | Sell |
22,331
-417
| -2% | -$31.4K | 0.23% | 46 |
|
|
2023
Q1 | $1.75M | Sell |
22,748
-860
| -4% | -$66K | 0.32% | 51 |
|
|
2022
Q4 | $1.75M | Sell |
23,608
-5,478
| -19% | -$407K | 0.36% | 49 |
|
|
2022
Q3 | $2.14M | Sell |
29,086
-14,627
| -33% | -$1.07M | 0.48% | 36 |
|
|
2022
Q2 | $3.39M | Buy |
43,713
+107
| +0.2% | +$8.31K | 0.68% | 28 |
|
|
2022
Q1 | $3.57M | Buy |
43,606
+4,124
| +10% | +$338K | 0.67% | 31 |
|
|
2021
Q4 | $3.46M | Buy |
39,482
+1,354
| +4% | +$119K | 0.67% | 33 |
|
|
2021
Q3 | $3.41M | Buy |
38,128
+1,256
| +3% | +$112K | 0.75% | 32 |
|
|
2021
Q2 | $3.32M | Buy |
36,872
+3,490
| +10% | +$314K | 0.76% | 32 |
|
|
2021
Q1 | $2.96M | Buy |
33,382
+6,029
| +22% | +$535K | 0.77% | 32 |
|
|
2020
Q4 | $2.54M | Buy |
27,353
+2,258
| +9% | +$210K | 0.73% | 36 |
|
|
2020
Q3 | $2.35M | Buy |
25,095
+2,789
| +13% | +$261K | 0.79% | 34 |
|
|
2020
Q2 | $2.08M | Buy |
22,306
+4,111
| +23% | +$383K | 0.78% | 38 |
|
|
2020
Q1 | $1.63M | Buy |
18,195
+2,110
| +13% | +$188K | 0.75% | 39 |
|
|
2019
Q4 | $1.4M | Buy |
16,085
+2,014
| +14% | +$176K | 0.58% | 43 |
|
|
2019
Q3 | $1.24M | Buy |
14,071
+1,957
| +16% | +$172K | 0.59% | 40 |
|
|
2019
Q2 | $1.05M | Buy |
12,114
+2,493
| +26% | +$216K | 0.57% | 45 |
|
|
2019
Q1 | $808K | Buy |
9,621
+692
| +8% | +$58.1K | 0.55% | 45 |
|
|
2018
Q4 | $726K | Buy |
+8,929
| New | +$726K | 0.65% | 39 |
|