Amplius Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.68M | Sell |
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|
2025
Q2 | $4.16M | Sell |
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|
2025
Q1 | $4.52M | Sell |
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|
2024
Q4 | $5.99M | Sell |
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|
2024
Q3 | $54.5M | Buy |
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|
2024
Q2 | $51.9M | Buy |
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|
2024
Q1 | $47.9M | Sell |
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|
2023
Q4 | $51.2M | Buy |
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|
2023
Q3 | $16.4M | Buy |
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|
2023
Q2 | $13.6M | Buy |
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|
2023
Q1 | $12.2M | Buy |
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|
2022
Q4 | $10.5M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $197K | Buy |
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