The Family Firm’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
Sell
-2,644
Closed -$202K 101
2025
Q1
$202K Buy
+2,644
New +$202K 0.05% 211
2024
Q4
Sell
-2,594
Closed -$203K 214
2024
Q3
$203K Buy
2,594
+24
+0.9% +$1.88K 0.04% 209
2024
Q2
$192K Buy
+2,570
New +$192K 0.04% 202