ALWM
Andrews Lucia Wealth Management’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 | $417K | Buy |
5,396
+24
| +0.4% | +$1.86K | 0.27% | 25 |
|
|
2025
Q1 | $401K | Buy |
5,372
+21
| +0.4% | +$1.57K | 0.27% | 23 |
|
|
2024
Q4 | $419K | Buy |
5,351
+5
| +0.1% | +$392 | 0.28% | 22 |
|
|
2024
Q3 | $400K | Buy |
5,346
+4
| +0.1% | +$300 | 0.28% | 20 |
|
|
2024
Q2 | $403K | Hold |
5,342
| – | – | 0.28% | 21 |
|
|
2024
Q1 | $403K | Buy |
5,342
+3
| +0.1% | +$226 | 0.29% | 20 |
|
|
2023
Q4 | $408K | Sell |
5,339
-227
| -4% | -$17.3K | 0.31% | 20 |
|
|
2023
Q3 | $402K | Buy |
5,566
+4
| +0.1% | +$289 | 0.35% | 20 |
|
|
2023
Q2 | $418K | Buy |
5,562
+178
| +3% | +$13.4K | 0.35% | 20 |
|
|
2023
Q1 | $413K | Sell |
5,384
-173
| -3% | -$13.3K | 0.37% | 20 |
|
|
2022
Q4 | $413K | Sell |
5,557
-1,591
| -22% | -$118K | 0.38% | 20 |
|
|
2022
Q3 | $525K | Sell |
7,148
-2,756
| -28% | -$202K | 0.55% | 18 |
|
|
2022
Q2 | $811K | Sell |
9,904
-272
| -3% | -$22.3K | 0.77% | 13 |
|
|
2022
Q1 | $892K | Hold |
10,176
| – | – | 0.8% | 13 |
|
|
2021
Q4 | $892K | Buy |
+10,176
| New | +$892K | 0.81% | 12 |
|