Barrett & Company’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $507K | Buy |
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|
2025
Q2 | $502K | Buy |
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|
2025
Q1 | $497K | Sell |
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|
2024
Q4 | $493K | Buy |
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|
2024
Q3 | $516K | Buy |
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|
2024
Q2 | $481K | Buy |
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|
2024
Q1 | $477K | Buy |
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|
2023
Q4 | $478K | Buy |
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|
2023
Q3 | $452K | Buy |
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|
2023
Q2 | $469K | Buy |
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|
2023
Q1 | $476K | Buy |
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|
2022
Q4 | $455K | Hold |
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|
2022
Q3 | $455K | Buy |
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