Bartlett & Co Wealth Management’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 | $11.2M | Buy |
|
|||||
|
2025
Q2 | $123K | Hold |
|
|||||
|
2025
Q1 | $122K | Sell |
|
|||||
|
2024
Q4 | $123K | Sell |
|
|||||
|
2024
Q3 | $130K | Buy |
|
|||||
|
2024
Q2 | $120K | Hold |
|
|||||
|
2024
Q1 | $121K | Buy |
|
|||||
|
2023
Q4 | $121K | Buy |
|
|||||
|
2023
Q3 | $110K | Hold |
|
|||||
|
2023
Q2 | $115K | Buy |
|
|||||
|
2023
Q1 | $40.3K | Hold |
|
|||||
|
2022
Q4 | $39K | Hold |
|
|||||
|
2022
Q3 | $38.6K | Hold |
|
|||||
|
2022
Q2 | $40.8K | Hold |
|
|||||
|
2022
Q1 | $43K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $143K | Buy |
|
|||||
|
2021
Q2 | $143K | Buy |
|
|||||
|
2021
Q1 | $135K | Hold |
|
|||||
|
2020
Q4 | $142K | Hold |
|
|||||
|
2020
Q3 | $143K | Buy |
|
|||||
|
2020
Q2 | $72.7K | Sell |
|
|||||
|
2020
Q1 | $87.5K | Buy |
|