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

Connecticut 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	$2M	Sell
2025 Q1	$4.04M	Buy
2024 Q4	–	Sell
2024 Q3	$5.83M	Sell
2024 Q2	$6.5M	Sell
2024 Q1	$7.32M	Sell
2023 Q4	$7.67M	Buy