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

Concentric Wealth Management’s Portfolio BIV Stock Details BIV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$8.15M Buy
103,943
+3,789
+4% +$297K 1.99% 15
2024
Q2 		$7.5M Sell
100,154
-519
-0.5% -$38.9K 1.96% 14
2024
Q1 		$7.59M Buy
100,673
+6,893
+7% +$520K 2.02% 14
2023
Q4 		$7.16M Buy
+93,780
New +$7.16M 2.08% 13