ZF
Zhang Financial’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 | $62.2M | Buy |
804,530
+143,861
| +22% | +$11.1M | 2.87% | 8 |
|
|
2025
Q1 | $50.6M | Buy |
660,669
+479,115
| +264% | +$36.7M | 2.68% | 9 |
|
|
2024
Q4 | $13.6M | Buy |
181,554
+171,019
| +1,623% | +$12.8M | 0.78% | 29 |
|
|
2024
Q3 | $826K | Hold |
10,535
| – | – | 0.05% | 163 |
|
|
2024
Q2 | $789K | Hold |
10,535
| – | – | 0.06% | 156 |
|
|
2024
Q1 | $794K | Sell |
10,535
-174
| -2% | -$13.1K | 0.06% | 160 |
|
|
2023
Q4 | $818K | Hold |
10,709
| – | – | 0.07% | 145 |
|
|
2023
Q3 | $774K | Buy |
10,709
+4,483
| +72% | +$324K | 0.08% | 128 |
|
|
2023
Q2 | $466K | Buy |
6,226
+107
| +2% | +$8.01K | 0.05% | 163 |
|
|
2023
Q1 | $470K | Buy |
6,119
+2,318
| +61% | +$178K | 0.05% | 160 |
|
|
2022
Q4 | $283K | Buy |
3,801
+641
| +20% | +$47.6K | 0.04% | 191 |
|
|
2022
Q3 | $232K | Buy |
3,160
+354
| +13% | +$26K | 0.04% | 193 |
|
|
2022
Q2 | $218K | Sell |
2,806
-166
| -6% | -$12.9K | 0.04% | 198 |
|
|
2022
Q1 | $243K | Buy |
+2,972
| New | +$243K | 0.04% | 194 |
|