SS
Sunbelt Securities’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 | $211K | Buy |
2,820
+76
| +3% | +$5.68K | 0.02% | 568 |
|
|
2025
Q1 | $210K | Sell |
2,744
-76
| -3% | -$5.82K | 0.02% | 551 |
|
|
2024
Q4 | $211K | Sell |
2,820
-1,105
| -28% | -$82.7K | 0.02% | 569 |
|
|
2024
Q3 | $308K | Buy |
3,925
+27
| +0.7% | +$2.12K | 0.03% | 476 |
|
|
2024
Q2 | $292K | Hold |
3,898
| – | – | 0.03% | 460 |
|
|
2024
Q1 | $294K | Sell |
3,898
-92
| -2% | -$6.94K | 0.03% | 444 |
|
|
2023
Q4 | $305K | Sell |
3,990
-246
| -6% | -$18.8K | 0.04% | 405 |
|
|
2023
Q3 | $306K | Sell |
4,236
-489
| -10% | -$35.4K | 0.04% | 403 |
|
|
2023
Q2 | $355K | Buy |
4,725
+1,341
| +40% | +$101K | 0.05% | 349 |
|
|
2023
Q1 | $258K | Sell |
3,384
-424
| -11% | -$32.4K | 0.04% | 387 |
|
|
2022
Q4 | $283K | Sell |
3,808
-560
| -13% | -$41.6K | 0.06% | 363 |
|
|
2022
Q3 | $321K | Hold |
4,368
| – | – | 0.07% | 311 |
|
|
2022
Q2 | $339K | Sell |
4,368
-71
| -2% | -$5.51K | 0.07% | 309 |
|
|
2022
Q1 | $363K | Hold |
4,439
| – | – | 0.07% | 319 |
|
|
2021
Q4 | $375K | Sell |
4,439
-483
| -10% | -$40.8K | 0.06% | 322 |
|
|
2021
Q3 | $446K | Hold |
4,922
| – | – | 0.08% | 271 |
|
|
2021
Q2 | $446K | Buy |
+4,922
| New | +$446K | 0.08% | 271 |
|
|
2021
Q1 | – | Sell |
-5,679
| Closed | -$527K | – | 418 |
|
|
2020
Q4 | $527K | Sell |
5,679
-2,067
| -27% | -$192K | 0.11% | 221 |
|
|
2020
Q3 | $724K | Sell |
7,746
-3,677
| -32% | -$344K | 0.2% | 131 |
|
|
2020
Q2 | $1.06M | Buy |
11,423
+6,468
| +131% | +$602K | 0.37% | 74 |
|
|
2020
Q1 | $443K | Sell |
4,955
-2,020
| -29% | -$181K | 0.02% | 239 |
|
|
2019
Q4 | $608K | Buy |
6,975
+186
| +3% | +$16.2K | 0.06% | 276 |
|
|
2019
Q3 | $597K | Buy |
6,789
+2,818
| +71% | +$248K | 0.07% | 262 |
|
|
2019
Q2 | $343K | Buy |
3,971
+349
| +10% | +$30.1K | 0.15% | 178 |
|
|
2019
Q1 | $304K | Sell |
3,622
-1,152
| -24% | -$96.7K | 0.15% | 174 |
|
|
2018
Q4 | $388K | Sell |
4,774
-940
| -16% | -$76.4K | 0.23% | 121 |
|
|
2018
Q3 | $460K | Buy |
5,714
+5
| +0.1% | +$403 | 0.25% | 111 |
|
|
2018
Q2 | $462K | Sell |
5,709
-628
| -10% | -$50.8K | 0.28% | 101 |
|
|
2018
Q1 | $518K | Buy |
6,337
+3,362
| +113% | +$275K | 0.47% | 65 |
|
|
2017
Q4 | $249K | Buy |
+2,975
| New | +$249K | 0.24% | 140 |
|