WF
Welch & Forbes’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 | $799K | Buy |
10,335
+307
| +3% | +$23.7K | 0.01% | 241 |
|
|
2025
Q1 | $768K | Sell |
10,028
-63
| -0.6% | -$4.82K | 0.01% | 242 |
|
|
2024
Q4 | $754K | Buy |
10,091
+1,826
| +22% | +$136K | 0.01% | 248 |
|
|
2024
Q3 | $648K | Buy |
8,265
+50
| +0.6% | +$3.92K | 0.01% | 260 |
|
|
2024
Q2 | $615K | Sell |
8,215
-827
| -9% | -$61.9K | 0.01% | 260 |
|
|
2024
Q1 | $682K | Sell |
9,042
-754
| -8% | -$56.9K | 0.01% | 255 |
|
|
2023
Q4 | $748K | Sell |
9,796
-1,101
| -10% | -$84.1K | 0.01% | 248 |
|
|
2023
Q3 | $788K | Sell |
10,897
-2,215
| -17% | -$160K | 0.01% | 239 |
|
|
2023
Q2 | $986K | Sell |
13,112
-413
| -3% | -$31.1K | 0.02% | 234 |
|
|
2023
Q1 | $1.04M | Sell |
13,525
-2,171
| -14% | -$167K | 0.02% | 227 |
|
|
2022
Q4 | $1.17M | Sell |
15,696
-56,603
| -78% | -$4.21M | 0.02% | 211 |
|
|
2022
Q3 | $5.31M | Sell |
72,299
-916
| -1% | -$67.3K | 0.1% | 122 |
|
|
2022
Q2 | $5.68M | Buy |
73,215
+38
| +0.1% | +$2.95K | 0.1% | 125 |
|
|
2022
Q1 | $5.99M | Buy |
73,177
+360
| +0.5% | +$29.5K | 0.09% | 132 |
|
|
2021
Q4 | $6.38M | Buy |
72,817
+400
| +0.6% | +$35.1K | 0.1% | 130 |
|
|
2021
Q3 | $6.48M | Buy |
72,417
+1,398
| +2% | +$125K | 0.11% | 128 |
|
|
2021
Q2 | $6.39M | Buy |
71,019
+1,050
| +2% | +$94.5K | 0.11% | 126 |
|
|
2021
Q1 | $6.21M | Sell |
69,969
-2,084
| -3% | -$185K | 0.11% | 124 |
|
|
2020
Q4 | $6.69M | Buy |
72,053
+1,449
| +2% | +$135K | 0.13% | 114 |
|
|
2020
Q3 | $6.6M | Buy |
70,604
+4,672
| +7% | +$437K | 0.14% | 110 |
|
|
2020
Q2 | $6.14M | Buy |
65,932
+240
| +0.4% | +$22.4K | 0.14% | 111 |
|
|
2020
Q1 | $5.87M | Sell |
65,692
-115
| -0.2% | -$10.3K | 0.16% | 107 |
|
|
2019
Q4 | $5.74M | Sell |
65,807
-60
| -0.1% | -$5.23K | 0.13% | 120 |
|
|
2019
Q3 | $5.8M | Sell |
65,867
-1,500
| -2% | -$132K | 0.14% | 120 |
|
|
2019
Q2 | $5.83M | Sell |
67,367
-400
| -0.6% | -$34.6K | 0.14% | 121 |
|
|
2019
Q1 | $5.69M | Sell |
67,767
-1,105
| -2% | -$92.7K | 0.14% | 122 |
|
|
2018
Q4 | $5.6M | Sell |
68,872
-21,012
| -23% | -$1.71M | 0.16% | 116 |
|
|
2018
Q3 | $7.23M | Sell |
89,884
-3,500
| -4% | -$282K | 0.17% | 115 |
|
|
2018
Q2 | $7.56M | Sell |
93,384
-5,000
| -5% | -$405K | 0.2% | 109 |
|
|
2018
Q1 | $8.05M | Sell |
98,384
-8,575
| -8% | -$701K | 0.21% | 110 |
|
|
2017
Q4 | $8.97M | Sell |
106,959
-2,315
| -2% | -$194K | 0.24% | 98 |
|
|
2017
Q3 | $9.25M | Sell |
109,274
-745
| -0.7% | -$63.1K | 0.24% | 102 |
|
|
2017
Q2 | $9.3M | Sell |
110,019
-940
| -0.8% | -$79.5K | 0.26% | 96 |
|
|
2017
Q1 | $9.28M | Buy |
110,959
+127
| +0.1% | +$10.6K | 0.27% | 94 |
|
|
2016
Q4 | $9.21M | Sell |
110,832
-10,115
| -8% | -$840K | 0.28% | 93 |
|
|
2016
Q3 | $10.6M | Sell |
120,947
-650
| -0.5% | -$57K | 0.37% | 77 |
|
|
2016
Q2 | $10.7M | Buy |
121,597
+1,059
| +0.9% | +$93.3K | 0.33% | 88 |
|
|
2016
Q1 | $10.4M | Sell |
120,538
-1,132
| -0.9% | -$97.7K | 0.32% | 92 |
|
|
2015
Q4 | $10.1M | Sell |
121,670
-2,500
| -2% | -$208K | 0.32% | 91 |
|
|
2015
Q3 | $10.5M | Sell |
124,170
-565
| -0.5% | -$47.9K | 0.35% | 84 |
|
|
2015
Q2 | $10.5M | Sell |
124,735
-3,141
| -2% | -$263K | 0.33% | 86 |
|
|
2015
Q1 | $11M | Sell |
127,876
-4,455
| -3% | -$384K | 0.33% | 85 |
|
|
2014
Q4 | $11.2M | Sell |
132,331
-3,233
| -2% | -$274K | 0.33% | 88 |
|
|
2014
Q3 | $11.4M | Sell |
135,564
-2,921
| -2% | -$246K | 0.35% | 80 |
|
|
2014
Q2 | $11.7M | Sell |
138,485
-2,259
| -2% | -$191K | 0.37% | 78 |
|
|
2014
Q1 | $11.7M | Sell |
140,744
-126,338
| -47% | -$10.5M | 0.37% | 77 |
|
|
2013
Q4 | $21.8M | Sell |
267,082
-87,253
| -25% | -$7.13M | 0.69% | 53 |
|
|
2013
Q3 | $29.6M | Sell |
354,335
-7,224
| -2% | -$603K | 1% | 37 |
|
|
2013
Q2 | $30.2M | Buy |
+361,559
| New | +$30.2M | 1.08% | 33 |
|