9258 Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $425K | Sell |
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|
2024
Q2 | $454K | Buy |
|
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|
2024
Q1 | $402K | Hold |
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|
2023
Q4 | $407K | Sell |
|
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|
2023
Q3 | $389K | Hold |
|
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|
2023
Q2 | $405K | Sell |
|
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|
2023
Q1 | $451K | Sell |
|
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|
2022
Q4 | $446K | Sell |
|
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|
2022
Q3 | $441K | Sell |
|
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|
2022
Q2 | $589K | Sell |
|
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|
2022
Q1 | $766K | Sell |
|
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|
2021
Q4 | $900K | Buy |
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|
2021
Q3 | $700K | Buy |
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|
2021
Q2 | $483K | Buy |
|