AWM
Apollon 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 | $321K | Sell |
4,150
-1,257
| -23% | -$97.2K | 0.01% | 991 |
|
|
2025
Q1 | $414K | Sell |
5,407
-2,182
| -29% | -$167K | 0.01% | 831 |
|
|
2024
Q4 | $567K | Sell |
7,589
-6,776
| -47% | -$506K | 0.01% | 700 |
|
|
2024
Q3 | $1.13M | Sell |
14,365
-392
| -3% | -$30.7K | 0.03% | 449 |
|
|
2024
Q2 | $1.11M | Sell |
14,757
-21,078
| -59% | -$1.58M | 0.03% | 436 |
|
|
2024
Q1 | $2.7M | Sell |
35,835
-34,249
| -49% | -$2.58M | 0.09% | 220 |
|
|
2023
Q4 | $5.35M | Buy |
+70,084
| New | +$5.35M | 0.18% | 101 |
|
|
2021
Q3 | – | Sell |
-3,492
| Closed | -$314K | – | 475 |
|
|
2021
Q2 | $314K | Sell |
3,492
-2,743
| -44% | -$247K | 0.06% | 277 |
|
|
2021
Q1 | $553K | Buy |
6,235
+3,009
| +93% | +$267K | 0.11% | 189 |
|
|
2020
Q4 | $300K | Sell |
3,226
-1,626
| -34% | -$151K | 0.08% | 158 |
|
|
2020
Q3 | $454K | Buy |
4,852
+2,960
| +156% | +$277K | 0.2% | 88 |
|
|
2020
Q2 | $176K | Buy |
+1,892
| New | +$176K | 0.1% | 122 |
|