BSWA
Bromfield Sneider Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $6.64M | Buy |
88,124
+18,389
| +26% | +$1.39M | 4.11% | 7 |
|
|
2023
Q4 | $5.33M | Buy |
69,735
+7,341
| +12% | +$561K | 3.61% | 8 |
|
|
2023
Q3 | $4.51M | Buy |
62,394
+30,785
| +97% | +$2.23M | 3.4% | 9 |
|
|
2023
Q2 | $2.38M | Buy |
31,609
+83
| +0.3% | +$6.24K | 1.89% | 11 |
|
|
2023
Q1 | $2.42M | Buy |
31,526
+511
| +2% | +$39.2K | 2.04% | 11 |
|
|
2022
Q4 | $2.31M | Buy |
31,015
+5,110
| +20% | +$380K | 2.14% | 10 |
|
|
2022
Q3 | $1.9M | Buy |
25,905
+18,220
| +237% | +$1.34M | 2.25% | 9 |
|
|
2022
Q2 | $597K | Buy |
7,685
+3,841
| +100% | +$298K | 0.73% | 13 |
|
|
2022
Q1 | $315K | Buy |
3,844
+5
| +0.1% | +$410 | 0.33% | 19 |
|
|
2021
Q4 | $336K | Buy |
+3,839
| New | +$336K | 0.34% | 18 |
|