Symphony 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 | $219K | Buy |
+2,841
| New | +$219K | 0.03% | 241 |
|
|
2025
Q1 | – | Sell |
-2,831
| Closed | -$212K | – | 106 |
|
|
2024
Q4 | $212K | Hold |
2,831
| – | – | 0.03% | 215 |
|
|
2024
Q3 | $222K | Hold |
2,831
| – | – | 0.04% | 206 |
|
|
2024
Q2 | $213K | Hold |
2,831
| – | – | 0.04% | 198 |
|
|
2024
Q1 | $213K | Hold |
2,831
| – | – | 0.05% | 180 |
|
|
2023
Q4 | $215K | Sell |
2,831
-625
| -18% | -$47.4K | 0.05% | 184 |
|
|
2023
Q3 | $247K | Hold |
3,456
| – | – | 0.06% | 138 |
|
|
2023
Q2 | $259K | Buy |
3,456
+100
| +3% | +$7.51K | 0.06% | 164 |
|
|
2023
Q1 | $256K | Sell |
3,356
-36
| -1% | -$2.75K | 0.07% | 184 |
|
|
2022
Q4 | $255K | Sell |
3,392
-132
| -4% | -$9.92K | 0.07% | 177 |
|
|
2022
Q3 | $259K | Sell |
3,524
-29
| -0.8% | -$2.13K | 0.08% | 170 |
|
|
2022
Q2 | $274K | Buy |
3,553
+44
| +1% | +$3.39K | 0.08% | 160 |
|
|
2022
Q1 | $281K | Sell |
3,509
-142
| -4% | -$11.4K | 0.07% | 165 |
|
|
2021
Q4 | $318K | Buy |
3,651
+31
| +0.9% | +$2.7K | 0.09% | 141 |
|
|
2021
Q3 | $324K | Sell |
3,620
-242
| -6% | -$21.7K | 0.11% | 129 |
|
|
2021
Q2 | $348K | Buy |
3,862
+388
| +11% | +$35K | 0.12% | 127 |
|
|
2021
Q1 | $308K | Buy |
3,474
+105
| +3% | +$9.31K | 0.08% | 151 |
|
|
2020
Q4 | $313K | Buy |
3,369
+404
| +14% | +$37.5K | 0.11% | 122 |
|
|
2020
Q3 | $277K | Buy |
2,965
+6
| +0.2% | +$561 | 0.11% | 109 |
|
|
2020
Q2 | $276K | Buy |
2,959
+506
| +21% | +$47.2K | 0.13% | 115 |
|
|
2020
Q1 | $218K | Buy |
+2,453
| New | +$218K | 0.15% | 86 |
|