Summit Wealth & Retirement Planning’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
Q1 | – | Sell |
-4,180
| Closed | -$312K | – | 80 |
|
|
2024
Q4 | $312K | Sell |
4,180
-2,583
| -38% | -$193K | 0.1% | 56 |
|
|
2024
Q3 | $530K | Sell |
6,763
-3,656
| -35% | -$287K | 0.17% | 37 |
|
|
2024
Q2 | $780K | Sell |
10,419
-908
| -8% | -$68K | 0.27% | 27 |
|
|
2024
Q1 | $854K | Sell |
11,327
-405
| -3% | -$30.5K | 0.3% | 26 |
|
|
2023
Q4 | $896K | Sell |
11,732
-221,157
| -95% | -$16.9M | 0.38% | 25 |
|
|
2023
Q3 | $16.8M | Sell |
232,889
-28,974
| -11% | -$2.1M | 6.77% | 5 |
|
|
2023
Q2 | $19.7M | Sell |
261,863
-2,390
| -0.9% | -$180K | 7.75% | 4 |
|
|
2023
Q1 | $20.3M | Sell |
264,253
-11,093
| -4% | -$851K | 7.58% | 4 |
|
|
2022
Q4 | $20.5M | Buy |
275,346
+1,454
| +0.5% | +$108K | 8.32% | 3 |
|
|
2022
Q3 | $20.1M | Sell |
273,892
-9,855
| -3% | -$724K | 8.01% | 3 |
|
|
2022
Q2 | $22M | Buy |
283,747
+6,217
| +2% | +$483K | 8.46% | 3 |
|
|
2022
Q1 | $22.7M | Buy |
277,530
+7,322
| +3% | +$600K | 8.03% | 3 |
|
|
2021
Q4 | $23.7M | Buy |
270,208
+16,503
| +7% | +$1.45M | 8.09% | 3 |
|
|
2021
Q3 | $22.7M | Buy |
253,705
+13,390
| +6% | +$1.2M | 8.31% | 3 |
|
|
2021
Q2 | $21.6M | Buy |
240,315
+2,148
| +0.9% | +$193K | 8% | 3 |
|
|
2021
Q1 | $21.1M | Buy |
238,167
+12,070
| +5% | +$1.07M | 7.85% | 3 |
|
|
2020
Q4 | $21M | Buy |
226,097
+9,172
| +4% | +$852K | 7.96% | 3 |
|
|
2020
Q3 | $20.3M | Buy |
216,925
+9,665
| +5% | +$903K | 8.71% | 2 |
|
|
2020
Q2 | $19.3M | Buy |
207,260
+388
| +0.2% | +$36.2K | 9.06% | 2 |
|
|
2020
Q1 | $18.5M | Buy |
206,872
+8,510
| +4% | +$760K | 9.88% | 1 |
|
|
2019
Q4 | $17.3M | Buy |
+198,362
| New | +$17.3M | 7.7% | 2 |
|