AAMC
Asset Allocation & Management Company’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 | $1.14M | Hold |
14,760
| – | – | 0.53% | 28 |
|
|
2025
Q1 | $1.13M | Hold |
14,760
| – | – | 0.57% | 27 |
|
|
2024
Q4 | $1.1M | Buy |
+14,760
| New | +$1.1M | 0.6% | 27 |
|
|
2021
Q3 | – | Sell |
-9,160
| Closed | -$824K | – | 35 |
|
|
2021
Q2 | $824K | Hold |
9,160
| – | – | 0.38% | 29 |
|
|
2021
Q1 | $813K | Hold |
9,160
| – | – | 0.4% | 26 |
|
|
2020
Q4 | $851K | Sell |
9,160
-2,042
| -18% | -$190K | 0.55% | 23 |
|
|
2020
Q3 | $1.05M | Buy |
11,202
+2,029
| +22% | +$190K | 0.48% | 22 |
|
|
2020
Q2 | $855K | Hold |
9,173
| – | – | 0.42% | 21 |
|
|
2020
Q1 | $819K | Hold |
9,173
| – | – | 0.41% | 23 |
|
|
2019
Q4 | $800K | Buy |
+9,173
| New | +$800K | 0.3% | 28 |
|