Successful Portfolios’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 | $707K | Sell |
9,147
-1
| -0% | -$77 | 0.43% | 51 |
|
|
2025
Q1 | $700K | Buy |
9,148
+430
| +5% | +$32.9K | 0.48% | 50 |
|
|
2024
Q4 | $651K | Buy |
8,718
+3,930
| +82% | +$294K | 0.44% | 52 |
|
|
2024
Q3 | $375K | Buy |
4,788
+197
| +4% | +$15.4K | 0.25% | 85 |
|
|
2024
Q2 | $344K | Sell |
4,591
-220
| -5% | -$16.5K | 0.24% | 89 |
|
|
2024
Q1 | $363K | Buy |
4,811
+770
| +19% | +$58.1K | 0.25% | 94 |
|
|
2023
Q4 | $309K | Buy |
4,041
+593
| +17% | +$45.3K | 0.23% | 104 |
|
|
2023
Q3 | $249K | Sell |
3,448
-67
| -2% | -$4.85K | 0.22% | 109 |
|
|
2023
Q2 | $264K | Sell |
3,515
-3,169
| -47% | -$238K | 0.23% | 103 |
|
|
2023
Q1 | $513K | Buy |
6,684
+1,659
| +33% | +$127K | 0.32% | 70 |
|
|
2022
Q4 | $373K | Buy |
+5,025
| New | +$373K | 0.24% | 110 |
|
|
2019
Q4 | – | Sell |
-2,547
| Closed | -$224K | – | 163 |
|
|
2019
Q3 | $224K | Buy |
+2,547
| New | +$224K | 0.21% | 128 |
|
|
2019
Q2 | – | Sell |
-2,693
| Closed | -$226K | – | 139 |
|
|
2019
Q1 | $226K | Sell |
2,693
-632
| -19% | -$53K | 0.25% | 114 |
|
|
2018
Q4 | $270K | Sell |
3,325
-1,098
| -25% | -$89.2K | 0.35% | 91 |
|
|
2018
Q3 | $356K | Sell |
4,423
-287
| -6% | -$23.1K | 0.39% | 80 |
|
|
2018
Q2 | $381K | Buy |
4,710
+510
| +12% | +$41.3K | 0.45% | 70 |
|
|
2018
Q1 | $343K | Sell |
4,200
-728
| -15% | -$59.5K | 0.42% | 77 |
|
|
2017
Q4 | $413K | Buy |
+4,928
| New | +$413K | 0.51% | 65 |
|