CAWM
Capital Advisors 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
Q2 | $308K | Buy |
3,982
+40
| +1% | +$3.09K | 0.05% | 150 |
|
|
2025
Q1 | $302K | Buy |
3,942
+15
| +0.4% | +$1.15K | 0.05% | 138 |
|
|
2024
Q4 | $293K | Buy |
3,927
+644
| +20% | +$48.1K | 0.05% | 135 |
|
|
2024
Q3 | $257K | Sell |
3,283
-676
| -17% | -$53K | 0.05% | 141 |
|
|
2024
Q2 | $296K | Buy |
3,959
+37
| +0.9% | +$2.77K | 0.06% | 122 |
|
|
2024
Q1 | $296K | Buy |
+3,922
| New | +$296K | 0.06% | 116 |
|