Burt Wealth Advisors’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 | $35.8M | Buy |
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|
2025
Q2 | $34.4M | Buy |
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|
2025
Q1 | $33M | Buy |
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|
2024
Q4 | $31M | Buy |
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|
2024
Q3 | $29.8M | Buy |
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|
2024
Q2 | $27.3M | Sell |
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|
2024
Q1 | $27.6M | Buy |
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|
2023
Q4 | $24.9M | Sell |
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|
2023
Q3 | $30.6M | Buy |
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|
2023
Q2 | $30.9M | Buy |
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|
2023
Q1 | $29.7M | Sell |
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|
2022
Q4 | $30M | Sell |
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|
2022
Q3 | $30M | Buy |
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|
2022
Q2 | $20.5M | Sell |
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|
2022
Q1 | $29.8M | Buy |
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|
2021
Q4 | $29.4M | Sell |
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|
2021
Q3 | $33.9M | Sell |
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|
2021
Q2 | $34.1M | Sell |
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|
2021
Q1 | $34M | Buy |
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|
2020
Q4 | $34.2M | Buy |
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|
2020
Q3 | $33.5M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $13K | Hold |
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|
2016
Q1 | $13K | Hold |
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|
2015
Q4 | $12K | Hold |
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|
2015
Q3 | $12K | Hold |
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|
2015
Q2 | $13K | Buy |
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