Summit Wealth & Retirement Planning’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $530K | Sell |
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|
2024
Q2 | $780K | Sell |
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|
2024
Q1 | $854K | Sell |
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|
2023
Q4 | $896K | Sell |
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|
2023
Q3 | $16.8M | Sell |
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|
2023
Q2 | $19.7M | Sell |
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|
2023
Q1 | $20.3M | Sell |
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|
2022
Q4 | $20.5M | Buy |
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|
2022
Q3 | $20.1M | Sell |
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|
2022
Q2 | $22M | Buy |
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|
2022
Q1 | $22.7M | Buy |
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|
2021
Q4 | $23.7M | Buy |
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|
2021
Q3 | $22.7M | Buy |
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|
2021
Q2 | $21.6M | Buy |
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|
2021
Q1 | $21.1M | Buy |
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|
2020
Q4 | $21M | Buy |
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|
2020
Q3 | $20.3M | Buy |
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|
2020
Q2 | $19.3M | Buy |
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|
2020
Q1 | $18.5M | Buy |
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|
2019
Q4 | $17.3M | Buy |
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