Axxcess 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 | $1.57M | Buy |
20,242
+2,661
| +15% | +$206K | 0.04% | 329 |
|
|
2025
Q1 | $1.35M | Buy |
17,581
+2,355
| +15% | +$180K | 0.04% | 327 |
|
|
2024
Q4 | $1.14M | Sell |
15,226
-147
| -1% | -$11K | 0.03% | 384 |
|
|
2024
Q3 | $1.2M | Sell |
15,373
-415
| -3% | -$32.5K | 0.03% | 353 |
|
|
2024
Q2 | $1.18M | Sell |
15,788
-1,386
| -8% | -$104K | 0.03% | 340 |
|
|
2024
Q1 | $1.29M | Sell |
17,174
-442
| -3% | -$33.3K | 0.04% | 322 |
|
|
2023
Q4 | $1.35M | Sell |
17,616
-1,412
| -7% | -$108K | 0.04% | 302 |
|
|
2023
Q3 | $1.38M | Buy |
+19,028
| New | +$1.38M | 0.05% | 260 |
|
|
2022
Q2 | – | Sell |
-2,475
| Closed | -$203K | – | 544 |
|
|
2022
Q1 | $203K | Sell |
2,475
-2,380
| -49% | -$195K | 0.02% | 582 |
|
|
2021
Q4 | $425K | Buy |
+4,855
| New | +$425K | 0.03% | 389 |
|