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

Concentric 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
2024 Q3	$8.15M	Buy
2024 Q2	$7.5M	Sell
2024 Q1	$7.59M	Buy
2023 Q4	$7.16M	Buy