Summit Financial’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 | $1.94M | Sell |
25,091
-39,227
| -61% | -$3.03M | 0.04% | 296 |
|
|
2025
Q1 | $4.92M | Buy |
64,318
+2,281
| +4% | +$175K | 0.14% | 141 |
|
|
2024
Q4 | $4.64M | Buy |
62,037
+10,008
| +19% | +$748K | 0.16% | 114 |
|
|
2024
Q3 | $4.08M | Buy |
52,029
+1,617
| +3% | +$127K | 0.16% | 109 |
|
|
2024
Q2 | $3.78M | Buy |
50,412
+34,228
| +211% | +$2.56M | 0.17% | 95 |
|
|
2024
Q1 | $1.22M | Sell |
16,184
-2,114
| -12% | -$159K | 0.07% | 166 |
|
|
2023
Q4 | $1.4M | Sell |
18,298
-562
| -3% | -$42.9K | 0.09% | 138 |
|
|
2023
Q3 | $1.36M | Buy |
18,860
+259
| +1% | +$18.7K | 0.1% | 127 |
|
|
2023
Q2 | $1.4M | Sell |
18,601
-2,506
| -12% | -$189K | 0.1% | 117 |
|
|
2023
Q1 | $1.62M | Sell |
21,107
-2,565
| -11% | -$197K | 0.14% | 77 |
|
|
2022
Q4 | $1.76M | Sell |
23,672
-630
| -3% | -$46.8K | 0.17% | 70 |
|
|
2022
Q3 | $1.79M | Buy |
24,302
+1,644
| +7% | +$121K | 0.17% | 64 |
|
|
2022
Q2 | $1.76M | Sell |
22,658
-1,312
| -5% | -$102K | 0.16% | 62 |
|
|
2022
Q1 | $1.96M | Buy |
23,970
+626
| +3% | +$51.3K | 0.15% | 62 |
|
|
2021
Q4 | $2.05M | Buy |
23,344
+2,178
| +10% | +$191K | 0.16% | 57 |
|
|
2021
Q3 | $1.89M | Sell |
21,166
-720
| -3% | -$64.4K | 0.16% | 43 |
|
|
2021
Q2 | $1.97M | Buy |
21,886
+2,848
| +15% | +$256K | 0.2% | 37 |
|
|
2021
Q1 | $1.69M | Sell |
19,038
-1,105
| -5% | -$98K | 0.22% | 22 |
|
|
2020
Q4 | $1.87M | Buy |
20,143
+14
| +0.1% | +$1.3K | 0.26% | 21 |
|
|
2020
Q3 | $1.88M | Buy |
20,129
+323
| +2% | +$30.2K | 0.31% | 13 |
|
|
2020
Q2 | $1.85M | Sell |
19,806
-552
| -3% | -$51.4K | 0.33% | 14 |
|
|
2020
Q1 | $1.82M | Buy |
20,358
+1,012
| +5% | +$90.4K | 0.4% | 12 |
|
|
2019
Q4 | $1.69M | Sell |
19,346
-23,268
| -55% | -$2.03M | 0.29% | 13 |
|
|
2019
Q3 | $2.56M | Buy |
42,614
+19,765
| +87% | +$1.19M | 0.43% | 14 |
|
|
2019
Q2 | $1.98M | Buy |
22,849
+810
| +4% | +$70.1K | 0.33% | 14 |
|
|
2019
Q1 | $1.85M | Buy |
22,039
+4,143
| +23% | +$348K | 0.32% | 15 |
|
|
2018
Q4 | $1.45M | Buy |
+17,896
| New | +$1.45M | 0.28% | 15 |
|