Concord Wealth Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
|
|||||
|
2025
Q1 | $231K | Buy |
|
|||||
|
2024
Q4 | $5.53K | Hold |
|
|||||
|
2024
Q3 | $5.8K | Hold |
|
|||||
|
2024
Q2 | $5.54K | Buy |
|
|||||
|
2024
Q1 | $5.43K | Hold |
|
|||||
|
2023
Q4 | $5.5K | Hold |
|
|||||
|
2023
Q3 | $5.21K | Hold |
|
|||||
|
2023
Q2 | $5.42K | Hold |
|
|||||
|
2023
Q1 | $5.53K | Hold |
|
|||||
|
2022
Q4 | $5.35K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $6K | Hold |
|
|||||
|
2022
Q1 | $6K | Hold |
|
|||||
|
2021
Q4 | $6K | Hold |
|
|||||
|
2021
Q3 | $6K | Hold |
|
|||||
|
2021
Q2 | $6K | Sell |
|
|||||
|
2021
Q1 | $10K | Buy |
|