AWM
Arista 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24,655
| Closed | -$1.78M | – | 55 |
|
|
2023
Q3 | $1.78M | Buy |
24,655
+7
| +0% | +$506 | 0.7% | 16 |
|
|
2023
Q2 | $1.85M | Buy |
24,648
+8
| +0% | +$602 | 0.77% | 15 |
|
|
2023
Q1 | $1.89M | Sell |
24,640
-24,304
| -50% | -$1.87M | 1.03% | 19 |
|
|
2022
Q4 | $3.64M | Buy |
+48,944
| New | +$3.64M | 2.3% | 9 |
|