SIM
Studio Investment Management’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 | $689K | Sell |
8,905
-5,649
| -39% | -$437K | 0.14% | 99 |
|
|
2025
Q1 | $1.11M | Sell |
14,554
-26,849
| -65% | -$2.06M | 0.23% | 67 |
|
|
2024
Q4 | $3.09M | Sell |
41,403
-36,131
| -47% | -$2.7M | 0.66% | 42 |
|
|
2024
Q3 | $6.08M | Sell |
77,534
-448
| -0.6% | -$35.1K | 1.28% | 19 |
|
|
2024
Q2 | $5.84M | Buy |
77,982
+295
| +0.4% | +$22.1K | 1.33% | 19 |
|
|
2024
Q1 | $5.86M | Sell |
77,687
-348
| -0.4% | -$26.2K | 1.39% | 18 |
|
|
2023
Q4 | $5.96M | Sell |
78,035
-445
| -0.6% | -$34K | 1.52% | 15 |
|
|
2023
Q3 | $5.67M | Buy |
78,480
+2,975
| +4% | +$215K | 1.58% | 14 |
|
|
2023
Q2 | $5.68M | Buy |
75,505
+3,741
| +5% | +$281K | 1.59% | 20 |
|
|
2023
Q1 | $5.51M | Buy |
71,764
+39,542
| +123% | +$3.03M | 1.66% | 18 |
|
|
2022
Q4 | $2.39M | Buy |
32,222
+21,137
| +191% | +$1.57M | 0.78% | 39 |
|
|
2022
Q3 | $815K | Buy |
11,085
+480
| +5% | +$35.3K | 0.29% | 62 |
|
|
2022
Q2 | $823K | Buy |
10,605
+940
| +10% | +$72.9K | 0.29% | 63 |
|
|
2022
Q1 | $792K | Buy |
9,665
+240
| +3% | +$19.7K | 0.26% | 65 |
|
|
2021
Q4 | $826K | Buy |
+9,425
| New | +$826K | 0.3% | 64 |
|