Sunesis Advisors’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 | $6.61M | Buy |
86,286
+9
| +0% | +$689 | 3.58% | 7 |
|
|
2024
Q4 | $6.45M | Buy |
86,277
+16,780
| +24% | +$1.25M | 3.92% | 6 |
|
|
2024
Q3 | $5.45M | Buy |
69,497
+1,514
| +2% | +$119K | 3.28% | 5 |
|
|
2024
Q2 | $5.09M | Buy |
67,983
+299
| +0.4% | +$22.4K | 3.03% | 6 |
|
|
2024
Q1 | $5.1M | Buy |
67,684
+11,904
| +21% | +$898K | 2.99% | 7 |
|
|
2023
Q4 | $4.26M | Buy |
+55,780
| New | +$4.26M | 2.6% | 7 |
|
|
2022
Q3 | – | Sell |
-35,349
| Closed | -$2.75M | – | 40 |
|
|
2022
Q2 | $2.75M | Buy |
35,349
+1,143
| +3% | +$88.8K | 1.78% | 11 |
|
|
2022
Q1 | $2.8M | Hold |
34,206
| – | – | 1.62% | 11 |
|
|
2021
Q4 | $3M | Hold |
34,206
| – | – | 2.2% | 7 |
|
|
2021
Q3 | $3.06M | Hold |
34,206
| – | – | 2.36% | 8 |
|
|
2021
Q2 | $3.08M | Hold |
34,206
| – | – | 2.36% | 8 |
|
|
2021
Q1 | $3.04M | Hold |
34,206
| – | – | 2.43% | 8 |
|
|
2020
Q4 | $3.18M | Hold |
34,206
| – | – | 2.57% | 8 |
|
|
2020
Q3 | $3.2M | Hold |
34,206
| – | – | 2.84% | 8 |
|
|
2020
Q2 | $3.19M | Buy |
34,206
+2
| +0% | +$186 | 2.93% | 8 |
|
|
2020
Q1 | $3.06M | Hold |
34,204
| – | – | 3.07% | 9 |
|
|
2019
Q4 | $2.98M | Buy |
34,204
+1
| +0% | +$87 | 2.72% | 8 |
|
|
2019
Q3 | $3.01M | Hold |
34,203
| – | – | 3.12% | 7 |
|
|
2019
Q2 | $2.96M | Hold |
34,203
| – | – | 3.17% | 6 |
|
|
2019
Q1 | $2.87M | Hold |
34,203
| – | – | 2.89% | 7 |
|
|
2018
Q4 | $2.78M | Hold |
34,203
| – | – | 3.03% | 8 |
|
|
2018
Q3 | $2.75M | Sell |
34,203
-1,228
| -3% | -$98.8K | 2.78% | 9 |
|
|
2018
Q2 | $2.87M | Buy |
+35,431
| New | +$2.87M | 3.52% | 7 |
|