TPCW
TD Private Client Wealth’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 | $12.9M | Sell |
167,432
-11,245
| -6% | -$870K | 0.32% | 52 |
|
2025
Q1 | $13.7M | Sell |
178,677
-2,300
| -1% | -$176K | 0.38% | 48 |
|
2024
Q4 | $13.5M | Buy |
180,977
+20,571
| +13% | +$1.54M | 0.38% | 46 |
|
2024
Q3 | $12.6M | Buy |
160,406
+30,902
| +24% | +$2.42M | 0.36% | 50 |
|
2024
Q2 | $9.7M | Buy |
129,504
+4,370
| +3% | +$327K | 0.31% | 60 |
|
2024
Q1 | $9.44M | Buy |
125,134
+9,245
| +8% | +$697K | 0.31% | 57 |
|
2023
Q4 | $8.85M | Buy |
115,889
+35,398
| +44% | +$2.7M | 0.32% | 58 |
|
2023
Q3 | $5.82M | Buy |
80,491
+15,970
| +25% | +$1.15M | 0.25% | 78 |
|
2023
Q2 | $4.85M | Buy |
64,521
+5,376
| +9% | +$404K | 0.21% | 108 |
|
2023
Q1 | $4.54M | Buy |
59,145
+11,709
| +25% | +$899K | 0.2% | 112 |
|
2022
Q4 | $3.53M | Sell |
47,436
-16,015
| -25% | -$1.19M | 0.17% | 132 |
|
2022
Q3 | $4.66M | Sell |
63,451
-10,255
| -14% | -$754K | 0.24% | 96 |
|
2022
Q2 | $5.72M | Sell |
73,706
-23,750
| -24% | -$1.84M | 0.28% | 76 |
|
2022
Q1 | $7.98M | Buy |
97,456
+5,129
| +6% | +$420K | 0.34% | 61 |
|
2021
Q4 | $8.09M | Buy |
92,327
+14,224
| +18% | +$1.25M | 0.34% | 59 |
|
2021
Q3 | $6.99M | Buy |
78,103
+1,332
| +2% | +$119K | 0.3% | 78 |
|
2021
Q2 | $6.91M | Buy |
76,771
+14,703
| +24% | +$1.32M | 0.29% | 76 |
|
2021
Q1 | $5.51M | Buy |
62,068
+4,169
| +7% | +$370K | 0.26% | 92 |
|
2020
Q4 | $5.38M | Buy |
57,899
+13,122
| +29% | +$1.22M | 0.27% | 86 |
|
2020
Q3 | $4.19M | Buy |
44,777
+6,094
| +16% | +$570K | 0.23% | 94 |
|
2020
Q2 | $3.6M | Buy |
38,683
+10,233
| +36% | +$954K | 0.21% | 102 |
|
2020
Q1 | $2.54M | Sell |
28,450
-10,341
| -27% | -$924K | 0.18% | 119 |
|
2019
Q4 | $3.38M | Buy |
+38,791
| New | +$3.38M | 0.2% | 124 |
|