TFA
Tranquilli Financial Advisor’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 | $3.26M | Sell |
42,173
-7,073
| -14% | -$547K | 2.02% | 17 |
|
|
2025
Q1 | $3.77M | Buy |
49,246
+15,002
| +44% | +$1.15M | 2.39% | 14 |
|
|
2024
Q4 | $2.56M | Buy |
34,244
+14,937
| +77% | +$1.12M | 1.62% | 18 |
|
|
2024
Q3 | $1.51M | Buy |
19,307
+6,849
| +55% | +$537K | 0.95% | 28 |
|
|
2024
Q2 | $925K | Sell |
12,458
-7,727
| -38% | -$574K | 0.62% | 44 |
|
|
2024
Q1 | $1.52M | Sell |
20,185
-11,860
| -37% | -$894K | 1.02% | 26 |
|
|
2023
Q4 | $2.45M | Buy |
+32,045
| New | +$2.45M | 1.73% | 11 |
|
|
2023
Q3 | – | Sell |
-44,211
| Closed | -$3.33M | – | 97 |
|
|
2023
Q2 | $3.33M | Buy |
+44,211
| New | +$3.33M | 2.35% | 10 |
|
|
2022
Q1 | – | Sell |
-6,344
| Closed | -$556K | – | 82 |
|
|
2021
Q4 | $556K | Buy |
6,344
+53
| +0.8% | +$4.65K | 0.39% | 48 |
|
|
2021
Q3 | $563K | Sell |
6,291
-230
| -4% | -$20.6K | 0.42% | 42 |
|
|
2021
Q2 | $587K | Sell |
6,521
-37
| -0.6% | -$3.33K | 0.44% | 41 |
|
|
2021
Q1 | $582K | Sell |
6,558
-11,965
| -65% | -$1.06M | 0.47% | 40 |
|
|
2020
Q4 | $1.72M | Buy |
+18,523
| New | +$1.72M | 1.56% | 26 |
|