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

Congress 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 Q2	$5.28M	Sell
2025 Q1	$5.32M	Buy
2024 Q4	$3.7M	Buy
2024 Q3	$3.85M	Sell
2024 Q2	$5.85M	Sell
2024 Q1	$6.25M	Sell
2023 Q4	$6.55M	Buy
2023 Q3	$5.94M	Buy