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

Dopkins 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
2026 Q2	$2M	Buy	26,025 +843	+3%	+$64.7K	0.73%	32
2026 Q1	$1.94M	Buy	25,182 +828	+3%	+$64.5K	0.78%	31
2025 Q4	$1.9M	Sell	24,354 -1,834	-7%	-$143K	0.77%	31
2025 Q3	$2.05M	Buy	26,188 +4,874	+23%	+$377K	0.86%	30
2025 Q2	$1.65M	Buy	21,314 +1,404	+7%	+$107K	0.74%	34
2025 Q1	$1.52M	Buy	19,910 +3,049	+18%	+$230K	0.78%	29
2024 Q4	$1.26M	Buy	16,861 +13,906	+471%	+$1.06M	0.64%	32
2024 Q3	$232K	Buy	+2,955	New	+$228K	0.19%	53

Other funds holding BIV

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return