CWM
Cahill 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.76M | Sell |
22,961
-3,128
| -12% | -$240K | 0.89% | 20 |
|
|
2024
Q4 | $1.95M | Sell |
26,089
-314
| -1% | -$23.5K | 0.99% | 17 |
|
|
2024
Q3 | $2.07M | Buy |
26,403
+42
| +0.2% | +$3.29K | 1.07% | 16 |
|
|
2024
Q2 | $1.97M | Sell |
26,361
-216
| -0.8% | -$16.2K | 1.18% | 15 |
|
|
2024
Q1 | $2M | Buy |
26,577
+83
| +0.3% | +$6.26K | 1.17% | 15 |
|
|
2023
Q4 | $2.02M | Sell |
26,494
-1,124
| -4% | -$85.9K | 1.36% | 14 |
|
|
2023
Q3 | $2M | Sell |
27,618
-1,445
| -5% | -$104K | 1.53% | 12 |
|
|
2023
Q2 | $2.19M | Buy |
29,063
+816
| +3% | +$61.4K | 1.51% | 13 |
|
|
2023
Q1 | $2.17M | Buy |
28,247
+2,938
| +12% | +$225K | 1.6% | 12 |
|
|
2022
Q4 | $1.91M | Sell |
25,309
-40,700
| -62% | -$3.07M | 1.39% | 13 |
|
|
2022
Q3 | $4.85M | Buy |
66,009
+26
| +0% | +$1.91K | 4.33% | 6 |
|
|
2022
Q2 | $5.12M | Sell |
65,983
-1,147
| -2% | -$89.1K | 4.33% | 6 |
|
|
2022
Q1 | $5.5M | Buy |
+67,130
| New | +$5.5M | 4.08% | 6 |
|