AWMNH
Arcadia Wealth Management (New Hampshire)’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 | $4.18M | Buy |
53,992
+2,817
| +6% | +$218K | 1.83% | 15 |
|
2025
Q1 | $3.92M | Buy |
51,175
+4,538
| +10% | +$347K | 1.93% | 15 |
|
2024
Q4 | $3.49M | Buy |
46,637
+1,957
| +4% | +$146K | 1.76% | 14 |
|
2024
Q3 | $3.5M | Buy |
44,680
+4,583
| +11% | +$359K | 1.84% | 14 |
|
2024
Q2 | $3M | Buy |
40,097
+6,952
| +21% | +$521K | 1.72% | 15 |
|
2024
Q1 | $2.5M | Buy |
33,145
+3,331
| +11% | +$251K | 1.54% | 18 |
|
2023
Q4 | $2.28M | Buy |
29,814
+2,445
| +9% | +$187K | 1.58% | 17 |
|
2023
Q3 | $1.98M | Buy |
27,369
+2,567
| +10% | +$186K | 1.54% | 16 |
|
2023
Q2 | $1.87M | Buy |
+24,802
| New | +$1.87M | 1.38% | 17 |
|