AFW
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Atlantic Family Wealth’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
$726K Buy
9,383
+1,842
+24% +$142K 0.63% 13
2025
Q1
$577K Buy
7,541
+654
+9% +$50.1K 0.53% 13
2024
Q4
$515K Buy
+6,887
New +$515K 0.61% 16