Welch & Forbes’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Welch & Forbes’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$863K	Buy	11,187 +254	+2%	+$19.8K	0.01%	232
2025 Q4	$851K	Buy	10,933 +95	+0.9%	+$7.43K	0.01%	235
2025 Q3	$846K	Buy	10,838 +503	+5%	+$38.9K	0.01%	238
2025 Q2	$799K	Buy	10,335 +307	+3%	+$23.4K	0.01%	241
2025 Q1	$768K	Sell	10,028 -63	-0.6%	-$4.75K	0.01%	242
2024 Q4	$754K	Buy	10,091 +1,826	+22%	+$139K	0.01%	248
2024 Q3	$648K	Buy	8,265 +50	+0.6%	+$3.85K	0.01%	260
2024 Q2	$615K	Sell	8,215 -827	-9%	-$61.5K	0.01%	260
2024 Q1	$682K	Sell	9,042 -754	-8%	-$56.8K	0.01%	255
2023 Q4	$748K	Sell	9,796 -1,101	-10%	-$80.6K	0.01%	248
2023 Q3	$788K	Sell	10,897 -2,215	-17%	-$164K	0.01%	239
2023 Q2	$986K	Sell	13,112 -413	-3%	-$31.5K	0.02%	234
2023 Q1	$1.04M	Sell	13,525 -2,171	-14%	-$164K	0.02%	227
2022 Q4	$1.17M	Sell	15,696 -56,603	-78%	-$4.19M	0.02%	211
2022 Q3	$5.31M	Sell	72,299 -916	-1%	-$70.9K	0.1%	122
2022 Q2	$5.68M	Buy	73,215 +38	+0.1%	+$2.98K	0.1%	125
2022 Q1	$5.99M	Buy	73,177 +360	+0.5%	+$30.4K	0.09%	132
2021 Q4	$6.38M	Buy	72,817 +400	+0.6%	+$35.5K	0.1%	130
2021 Q3	$6.48M	Buy	72,417 +1,398	+2%	+$127K	0.11%	128
2021 Q2	$6.39M	Buy	71,019 +1,050	+2%	+$93.8K	0.11%	126
2021 Q1	$6.21M	Sell	69,969 -2,084	-3%	-$189K	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%	+$438K	0.14%	110
2020 Q2	$6.14M	Buy	65,932 +240	+0.4%	+$22K	0.14%	111
2020 Q1	$5.87M	Sell	65,692 -115	-0.2%	-$10.2K	0.16%	107
2019 Q4	$5.74M	Sell	65,807 -60	-0.1%	-$5.25K	0.13%	120
2019 Q3	$5.8M	Sell	65,867 -1,500	-2%	-$131K	0.14%	120
2019 Q2	$5.83M	Sell	67,367 -400	-0.6%	-$33.8K	0.14%	121
2019 Q1	$5.69M	Sell	67,767 -1,105	-2%	-$91K	0.14%	122
2018 Q4	$5.6M	Sell	68,872 -21,012	-23%	-$1.68M	0.16%	116
2018 Q3	$7.23M	Sell	89,884 -3,500	-4%	-$283K	0.17%	115
2018 Q2	$7.56M	Sell	93,384 -5,000	-5%	-$404K	0.2%	109
2018 Q1	$8.04M	Sell	98,384 -8,575	-8%	-$704K	0.21%	110
2017 Q4	$8.97M	Sell	106,959 -2,315	-2%	-$195K	0.24%	98
2017 Q3	$9.25M	Sell	109,274 -745	-0.7%	-$63.3K	0.24%	102
2017 Q2	$9.3M	Sell	110,019 -940	-0.8%	-$79.4K	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%	-$859K	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%	+$91.6K	0.33%	88
2016 Q1	$10.4M	Sell	120,538 -1,132	-0.9%	-$95.9K	0.32%	92
2015 Q4	$10.1M	Sell	121,670 -2,500	-2%	-$210K	0.32%	91
2015 Q3	$10.5M	Sell	124,170 -565	-0.5%	-$47.5K	0.35%	84
2015 Q2	$10.5M	Sell	124,735 -3,141	-2%	-$267K	0.33%	86
2015 Q1	$11M	Sell	127,876 -4,455	-3%	-$382K	0.33%	85
2014 Q4	$11.2M	Sell	132,331 -3,233	-2%	-$275K	0.33%	88
2014 Q3	$11.4M	Sell	135,564 -2,921	-2%	-$247K	0.35%	80
2014 Q2	$11.7M	Sell	138,485 -2,259	-2%	-$190K	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%	-$7.28M	0.69%	53
2013 Q3	$29.6M	Sell	354,335 -7,224	-2%	-$599K	1%	37
2013 Q2	$30.2M	Buy	+361,559	New	+$31.4M	1.08%	33