Beaird Harris 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
$2.06M Sell
2025
Q2
$2.05M Sell
2025
Q1
$2.08M Buy
2024
Q4
$2.01M Buy
2024
Q3
$2M Buy
2024
Q2
$1.68M Sell
2024
Q1
$2.31M Buy
2023
Q4
$2.16M Buy
2023
Q3
$862K Buy
2023
Q2
$307K Buy
2023
Q1
$56.3K Buy
2022
Q4
$7.73K Buy
2022
Q3
$7K Buy
2022
Q1
Sell
2021
Q4
$1.34M Buy