DWS
Discipline Wealth Solutions’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 | $41.9M | Buy |
541,909
+39,352
| +8% | +$3.04M | 16.05% | 1 |
|
|
2025
Q1 | $38.5M | Sell |
502,557
-747
| -0.1% | -$57.2K | 18.37% | 1 |
|
|
2024
Q4 | $37.6M | Buy |
503,304
+42,643
| +9% | +$3.19M | 17.42% | 1 |
|
|
2024
Q3 | $36.1M | Buy |
460,661
+37,905
| +9% | +$2.97M | 19.06% | 1 |
|
|
2024
Q2 | $31.7M | Buy |
422,756
+44,724
| +12% | +$3.35M | 25% | 1 |
|
|
2024
Q1 | $28.2M | Buy |
378,032
+99,511
| +36% | +$7.43M | 26.14% | 1 |
|
|
2023
Q4 | $21.1M | Buy |
+278,521
| New | +$21.1M | 21.1% | 1 |
|