BWM
BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.71M | Buy |
89,174
+1,441
| +2% | +$108K | 0.67% | 34 |
|
|
2023
Q1 | $6.73M | Buy |
87,733
+7,931
| +10% | +$609K | 0.69% | 32 |
|
|
2022
Q4 | $5.93M | Buy |
79,802
+26,238
| +49% | +$1.95M | 0.64% | 37 |
|
|
2022
Q3 | $3.94M | Buy |
53,564
+12,203
| +30% | +$897K | 0.47% | 44 |
|
|
2022
Q2 | $3.21M | Buy |
41,361
+10,725
| +35% | +$833K | 0.37% | 63 |
|
|
2022
Q1 | $2.51M | Buy |
30,636
+3,455
| +13% | +$283K | 0.27% | 79 |
|
|
2021
Q4 | $2.38M | Buy |
27,181
+1,718
| +7% | +$151K | 0.25% | 85 |
|
|
2021
Q3 | $2.28M | Buy |
25,463
+3,021
| +13% | +$270K | 0.26% | 80 |
|
|
2021
Q2 | $2.02M | Buy |
22,442
+791
| +4% | +$71.2K | 0.24% | 84 |
|
|
2021
Q1 | $1.92M | Sell |
21,651
-3,574
| -14% | -$317K | 0.25% | 80 |
|
|
2020
Q4 | $2.34M | Buy |
25,225
+419
| +2% | +$38.9K | 0.33% | 66 |
|
|
2020
Q3 | $2.32M | Buy |
24,806
+2,211
| +10% | +$207K | 0.37% | 56 |
|
|
2020
Q2 | $2.11M | Buy |
22,595
+4,664
| +26% | +$435K | 0.36% | 57 |
|
|
2020
Q1 | $1.6M | Sell |
17,931
-3,999
| -18% | -$357K | 0.33% | 67 |
|
|
2019
Q4 | $1.91M | Buy |
21,930
+2,252
| +11% | +$196K | 0.34% | 65 |
|
|
2019
Q3 | $1.73M | Buy |
19,678
+295
| +2% | +$26K | 0.34% | 67 |
|
|
2019
Q2 | $1.68M | Sell |
19,383
-9,916
| -34% | -$858K | 0.33% | 64 |
|
|
2019
Q1 | $2.46M | Buy |
29,299
+3,280
| +13% | +$275K | 0.5% | 39 |
|
|
2018
Q4 | $2.12M | Buy |
26,019
+884
| +4% | +$71.9K | 0.5% | 35 |
|
|
2018
Q3 | $2.02M | Buy |
25,135
+1,302
| +5% | +$105K | 0.44% | 41 |
|
|
2018
Q2 | $1.93M | Buy |
23,833
+1,302
| +6% | +$105K | 0.43% | 39 |
|
|
2018
Q1 | $1.84M | Buy |
22,531
+965
| +4% | +$78.9K | 0.5% | 31 |
|
|
2017
Q4 | $1.81M | Sell |
21,566
-354
| -2% | -$29.7K | 0.43% | 37 |
|
|
2017
Q3 | $1.86M | Buy |
21,920
+2,456
| +13% | +$208K | 0.46% | 31 |
|
|
2017
Q2 | $1.65M | Buy |
19,464
+1,329
| +7% | +$112K | 0.47% | 34 |
|
|
2017
Q1 | $1.52M | Buy |
18,135
+702
| +4% | +$58.7K | 0.45% | 39 |
|
|
2016
Q4 | $1.45M | Buy |
17,433
+1,472
| +9% | +$122K | 0.48% | 37 |
|
|
2016
Q3 | $1.4M | Sell |
15,961
-38
| -0.2% | -$3.33K | 0.48% | 43 |
|
|
2016
Q2 | $1.41M | Sell |
15,999
-9
| -0.1% | -$793 | 0.6% | 40 |
|
|
2016
Q1 | $1.38M | Buy |
+16,008
| New | +$1.38M | 0.83% | 26 |
|