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Dopkins 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
$1.65M Buy
21,314
+1,404
+7% +$109K 0.74% 34
2025
Q1
$1.52M Buy
19,910
+3,049
+18% +$233K 0.78% 29
2024
Q4
$1.26M Buy
16,861
+13,906
+471% +$1.04M 0.64% 32
2024
Q3
$232K Buy
+2,955
New +$232K 0.19% 53