Valley National Advisers’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 | $11K | Hold |
155
| – | – | ﹤0.01% | 538 |
|
|
2025
Q1 | $11K | Hold |
155
| – | – | ﹤0.01% | 544 |
|
|
2024
Q4 | $11K | Hold |
155
| – | – | ﹤0.01% | 520 |
|
|
2024
Q3 | $12K | Hold |
155
| – | – | ﹤0.01% | 497 |
|
|
2024
Q2 | $11K | Hold |
155
| – | – | ﹤0.01% | 595 |
|
|
2024
Q1 | $11K | Hold |
155
| – | – | ﹤0.01% | 610 |
|
|
2023
Q4 | $11K | Hold |
155
| – | – | ﹤0.01% | 627 |
|
|
2023
Q3 | $11K | Hold |
155
| – | – | ﹤0.01% | 575 |
|
|
2023
Q2 | $12K | Hold |
155
| – | – | ﹤0.01% | 565 |
|
|
2023
Q1 | $12K | Sell |
155
-13
| -8% | -$1.01K | ﹤0.01% | 562 |
|
|
2022
Q4 | $12K | Hold |
168
| – | – | ﹤0.01% | 551 |
|
|
2022
Q3 | $12K | Hold |
168
| – | – | ﹤0.01% | 560 |
|
|
2022
Q2 | $13K | Hold |
168
| – | – | ﹤0.01% | 536 |
|
|
2022
Q1 | $14K | Sell |
168
-891
| -84% | -$74.3K | ﹤0.01% | 551 |
|
|
2021
Q4 | $93K | Sell |
1,059
-27
| -2% | -$2.37K | 0.02% | 296 |
|
|
2021
Q3 | $97K | Sell |
1,086
-958
| -47% | -$85.6K | 0.02% | 278 |
|
|
2021
Q2 | $184K | Sell |
2,044
-395
| -16% | -$35.6K | 0.03% | 230 |
|
|
2021
Q1 | $216K | Sell |
2,439
-2,144
| -47% | -$190K | 0.04% | 207 |
|
|
2020
Q4 | $426K | Sell |
4,583
-325
| -7% | -$30.2K | 0.09% | 144 |
|
|
2020
Q3 | $459K | Buy |
4,908
+79
| +2% | +$7.39K | 0.11% | 132 |
|
|
2020
Q2 | $450K | Buy |
4,829
+3,957
| +454% | +$369K | 0.1% | 119 |
|
|
2020
Q1 | $78K | Buy |
872
+22
| +3% | +$1.97K | 0.02% | 238 |
|
|
2019
Q4 | $74K | Buy |
850
+83
| +11% | +$7.23K | 0.02% | 273 |
|
|
2019
Q3 | $67K | Hold |
767
| – | – | 0.02% | 272 |
|
|
2019
Q2 | $66K | Hold |
767
| – | – | 0.02% | 268 |
|
|
2019
Q1 | $64K | Hold |
767
| – | – | 0.02% | 269 |
|
|
2018
Q4 | $62K | Hold |
767
| – | – | 0.02% | 250 |
|
|
2018
Q3 | $62K | Hold |
767
| – | – | 0.02% | 242 |
|
|
2018
Q2 | $62K | Hold |
767
| – | – | 0.02% | 244 |
|
|
2018
Q1 | $63K | Sell |
767
-250
| -25% | -$20.5K | 0.02% | 235 |
|
|
2017
Q4 | $85K | Hold |
1,017
| – | – | 0.03% | 217 |
|
|
2017
Q3 | $86K | Buy |
1,017
+250
| +33% | +$21.1K | 0.03% | 213 |
|
|
2017
Q2 | $65K | Hold |
767
| – | – | 0.02% | 225 |
|
|
2017
Q1 | $64K | Hold |
767
| – | – | 0.02% | 223 |
|
|
2016
Q4 | $64K | Sell |
767
-70
| -8% | -$5.84K | 0.03% | 231 |
|
|
2016
Q3 | $73K | Hold |
837
| – | – | 0.04% | 199 |
|
|
2016
Q2 | $74K | Hold |
837
| – | – | 0.04% | 206 |
|
|
2016
Q1 | $72K | Hold |
837
| – | – | 0.04% | 206 |
|
|
2015
Q4 | $70K | Sell |
837
-1,120
| -57% | -$93.7K | 0.04% | 201 |
|
|
2015
Q3 | $166K | Hold |
1,957
| – | – | 0.1% | 136 |
|
|
2015
Q2 | $164K | Hold |
1,957
| – | – | 0.09% | 143 |
|
|
2015
Q1 | $169K | Buy |
+1,957
| New | +$169K | 0.1% | 132 |
|