BWA
Burt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.4M | Buy |
444,925
+13,997
| +3% | +$1.08M | 7.87% | 4 |
|
|
2025
Q1 | $33M | Buy |
430,928
+16,661
| +4% | +$1.28M | 8.27% | 2 |
|
|
2024
Q4 | $31M | Buy |
414,267
+33,745
| +9% | +$2.52M | 7.86% | 3 |
|
|
2024
Q3 | $29.8M | Buy |
380,522
+16,595
| +5% | +$1.3M | 7.34% | 3 |
|
|
2024
Q2 | $27.3M | Sell |
363,927
-1,749
| -0.5% | -$131K | 7.18% | 3 |
|
|
2024
Q1 | $27.6M | Buy |
365,676
+39,953
| +12% | +$3.01M | 6.99% | 4 |
|
|
2023
Q4 | $24.9M | Sell |
325,723
-97,705
| -23% | -$7.46M | 7.1% | 3 |
|
|
2023
Q3 | $30.6M | Buy |
423,428
+12,410
| +3% | +$897K | 9.4% | 1 |
|
|
2023
Q2 | $30.9M | Buy |
411,018
+24,096
| +6% | +$1.81M | 9.32% | 1 |
|
|
2023
Q1 | $29.7M | Sell |
386,922
-16,979
| -4% | -$1.3M | 9.23% | 2 |
|
|
2022
Q4 | $30M | Sell |
403,901
-4,926
| -1% | -$366K | 10.05% | 2 |
|
|
2022
Q3 | $30M | Buy |
408,827
+144,671
| +55% | +$10.6M | 12.06% | 2 |
|
|
2022
Q2 | $20.5M | Sell |
264,156
-99,323
| -27% | -$7.71M | 7.13% | 5 |
|
|
2022
Q1 | $29.8M | Buy |
363,479
+28,329
| +8% | +$2.32M | 8.93% | 3 |
|
|
2021
Q4 | $29.4M | Sell |
335,150
-43,345
| -11% | -$3.8M | 9.59% | 4 |
|
|
2021
Q3 | $33.9M | Sell |
378,495
-116
| -0% | -$10.4K | 10.79% | 2 |
|
|
2021
Q2 | $34.1M | Sell |
378,611
-4,064
| -1% | -$366K | 12.3% | 2 |
|
|
2021
Q1 | $34M | Buy |
382,675
+14,493
| +4% | +$1.29M | 12.51% | 2 |
|
|
2020
Q4 | $34.2M | Buy |
368,182
+9,919
| +3% | +$921K | 11.78% | 2 |
|
|
2020
Q3 | $33.5M | Buy |
+358,263
| New | +$33.5M | 12.52% | 1 |
|
|
2016
Q3 | – | Sell |
-150
| Closed | -$13K | – | 412 |
|
|
2016
Q2 | $13K | Hold |
150
| – | – | 0.01% | 249 |
|
|
2016
Q1 | $13K | Hold |
150
| – | – | 0.01% | 294 |
|
|
2015
Q4 | $12K | Hold |
150
| – | – | 0.01% | 254 |
|
|
2015
Q3 | $12K | Hold |
150
| – | – | 0.01% | 231 |
|
|
2015
Q2 | $13K | Buy |
+150
| New | +$13K | 0.01% | 238 |
|