AWA
Acorn Wealth Advisors’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 | $396K | Buy |
+5,118
| New | +$396K | 0.15% | 136 |
|
|
2022
Q4 | – | Sell |
-3,256
| Closed | -$239K | – | 161 |
|
|
2022
Q3 | $239K | Sell |
3,256
-1,543
| -32% | -$113K | 0.2% | 130 |
|
|
2022
Q2 | $373K | Sell |
4,799
-542
| -10% | -$42.1K | 0.29% | 89 |
|
|
2022
Q1 | $437K | Sell |
5,341
-1,572
| -23% | -$129K | 0.3% | 87 |
|
|
2021
Q4 | $606K | Sell |
6,913
-474
| -6% | -$41.6K | 0.38% | 60 |
|
|
2021
Q3 | $661K | Sell |
7,387
-12
| -0.2% | -$1.07K | 0.46% | 50 |
|
|
2021
Q2 | $666K | Buy |
7,399
+582
| +9% | +$52.4K | 0.46% | 52 |
|
|
2021
Q1 | $605K | Buy |
6,817
+1,287
| +23% | +$114K | 0.43% | 58 |
|
|
2020
Q4 | $513K | Buy |
+5,530
| New | +$513K | 0.4% | 56 |
|
|
2018
Q3 | – | Sell |
-703
| Closed | -$57K | – | 150 |
|
|
2018
Q2 | $57K | Hold |
703
| – | – | 0.05% | 251 |
|
|
2018
Q1 | $57K | Buy |
703
+419
| +148% | +$34K | 0.05% | 245 |
|
|
2017
Q4 | $24K | Buy |
+284
| New | +$24K | 0.02% | 349 |
|