Capital Advisors Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Capital Advisors Wealth Management’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$367K	Buy
2025 Q2	$308K	Buy
2025 Q1	$302K	Buy
2024 Q4	$293K	Buy
2024 Q3	$257K	Sell
2024 Q2	$296K	Buy
2024 Q1	$296K	Buy