Baker Tilly Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,907
Closed -$222K 420
2023
Q4
$222K Hold
2,907
0.04% 435
2023
Q3
$210K Hold
2,907
0.03% 434
2023
Q2
$219K Hold
2,907
0.02% 512
2023
Q1
$223K Buy
+2,907
New +$223K 0.03% 503