CWM
Connecticut Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
25,866
-26,892
| -51% | -$2.08M | 0.1% | 96 |
|
|
2025
Q1 | $4.04M | Buy |
+52,758
| New | +$4.04M | 0.21% | 63 |
|
|
2024
Q4 | – | Sell |
-74,414
| Closed | -$5.83M | – | 271 |
|
|
2024
Q3 | $5.83M | Sell |
74,414
-12,419
| -14% | -$973K | 0.28% | 56 |
|
|
2024
Q2 | $6.5M | Sell |
86,833
-10,294
| -11% | -$771K | 0.34% | 49 |
|
|
2024
Q1 | $7.32M | Sell |
97,127
-3,234
| -3% | -$244K | 0.39% | 44 |
|
|
2023
Q4 | $7.67M | Buy |
+100,361
| New | +$7.67M | 0.44% | 41 |
|