Trust Company of Vermont’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 | $945K | Sell |
12,218
-1,888
| -13% | -$146K | 0.04% | 193 |
|
2025
Q1 | $1.08M | Sell |
14,106
-154
| -1% | -$11.8K | 0.05% | 179 |
|
2024
Q4 | $1.07M | Buy |
14,260
+1,364
| +11% | +$102K | 0.05% | 181 |
|
2024
Q3 | $1.01M | Buy |
12,896
+357
| +3% | +$28K | 0.05% | 178 |
|
2024
Q2 | $939K | Sell |
12,539
-715
| -5% | -$53.5K | 0.05% | 182 |
|
2024
Q1 | $999K | Sell |
13,254
-50
| -0.4% | -$3.77K | 0.06% | 175 |
|
2023
Q4 | $1.02M | Buy |
13,304
+284
| +2% | +$21.7K | 0.07% | 165 |
|
2023
Q3 | $941K | Buy |
13,020
+17
| +0.1% | +$1.23K | 0.06% | 172 |
|
2023
Q2 | $978K | Buy |
13,003
+7,900
| +155% | +$594K | 0.06% | 181 |
|
2023
Q1 | $392K | Sell |
5,103
-949
| -16% | -$72.8K | 0.03% | 244 |
|
2022
Q4 | $450K | Sell |
6,052
-2,213
| -27% | -$164K | 0.03% | 228 |
|
2022
Q3 | $607K | Sell |
8,265
-71
| -0.9% | -$5.21K | 0.05% | 200 |
|
2022
Q2 | $647K | Sell |
8,336
-170
| -2% | -$13.2K | 0.05% | 194 |
|
2022
Q1 | $697K | Sell |
8,506
-4,052
| -32% | -$332K | 0.05% | 196 |
|
2021
Q4 | $1.1M | Buy |
12,558
+2,942
| +31% | +$258K | 0.07% | 165 |
|
2021
Q3 | $860K | Buy |
9,616
+337
| +4% | +$30.1K | 0.06% | 175 |
|
2021
Q2 | $834K | Sell |
9,279
-1,152
| -11% | -$104K | 0.06% | 178 |
|
2021
Q1 | $926K | Buy |
10,431
+922
| +10% | +$81.8K | 0.07% | 172 |
|
2020
Q4 | $883K | Buy |
9,509
+504
| +6% | +$46.8K | 0.07% | 168 |
|
2020
Q3 | $842K | Buy |
9,005
+1,349
| +18% | +$126K | 0.08% | 163 |
|
2020
Q2 | $713K | Sell |
7,656
-786
| -9% | -$73.2K | 0.07% | 169 |
|
2020
Q1 | $754K | Buy |
8,442
+471
| +6% | +$42.1K | 0.07% | 176 |
|
2019
Q4 | $695K | Buy |
7,971
+1,013
| +15% | +$88.3K | 0.05% | 195 |
|
2019
Q3 | $612K | Buy |
6,958
+2,230
| +47% | +$196K | 0.05% | 209 |
|
2019
Q2 | $409K | Buy |
4,728
+1,695
| +56% | +$147K | 0.03% | 241 |
|
2019
Q1 | $255K | Hold |
3,033
| – | – | 0.02% | 283 |
|
2018
Q4 | $247K | Sell |
3,033
-275
| -8% | -$22.4K | 0.02% | 271 |
|
2018
Q3 | $266K | Sell |
3,308
-925
| -22% | -$74.4K | 0.02% | 282 |
|
2018
Q2 | $343K | Hold |
4,233
| – | – | 0.03% | 261 |
|
2018
Q1 | $346K | Buy |
4,233
+128
| +3% | +$10.5K | 0.03% | 250 |
|
2017
Q4 | $344K | Buy |
4,105
+60
| +1% | +$5.03K | 0.03% | 258 |
|
2017
Q3 | $342K | Sell |
4,045
-5
| -0.1% | -$423 | 0.03% | 250 |
|
2017
Q2 | $342K | Buy |
4,050
+575
| +17% | +$48.6K | 0.04% | 253 |
|
2017
Q1 | $291K | Buy |
3,475
+2,130
| +158% | +$178K | 0.03% | 272 |
|
2016
Q4 | $112K | Buy |
1,345
+1,010
| +301% | +$84.1K | 0.01% | 374 |
|
2016
Q3 | $29K | Buy |
+335
| New | +$29K | ﹤0.01% | 510 |
|
2014
Q2 | – | Sell |
-258
| Closed | -$21K | – | 733 |
|
2014
Q1 | $21K | Hold |
258
| – | – | ﹤0.01% | 504 |
|
2013
Q4 | $21K | Hold |
258
| – | – | ﹤0.01% | 480 |
|
2013
Q3 | $22K | Hold |
258
| – | – | ﹤0.01% | 459 |
|
2013
Q2 | $22K | Buy |
+258
| New | +$22K | ﹤0.01% | 459 |
|