EWM
Echo 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 | $623K | Sell |
8,056
-1,249
| -13% | -$96.6K | 0.38% | 30 |
|
|
2025
Q1 | $712K | Sell |
9,305
-101,580
| -92% | -$7.78M | 0.48% | 28 |
|
|
2024
Q4 | $8.29M | Sell |
110,885
-1,331
| -1% | -$99.5K | 5.73% | 8 |
|
|
2024
Q3 | $8.63M | Buy |
112,216
+7,224
| +7% | +$556K | 6.03% | 7 |
|
|
2024
Q2 | $7.86M | Buy |
104,992
+8,295
| +9% | +$621K | 5.93% | 8 |
|
|
2024
Q1 | $7.29M | Buy |
96,697
+4,639
| +5% | +$350K | 6.05% | 8 |
|
|
2023
Q4 | $6.98M | Sell |
92,058
-92,451
| -50% | -$7.01M | 6.51% | 5 |
|
|
2023
Q3 | $13.3M | Buy |
184,509
+38,088
| +26% | +$2.75M | 14.37% | 1 |
|
|
2023
Q2 | $11M | Sell |
146,421
-5,635
| -4% | -$424K | 11.92% | 2 |
|
|
2023
Q1 | $11.7M | Buy |
152,056
+125,559
| +474% | +$9.64M | 12.89% | 1 |
|
|
2022
Q4 | $2.03M | Buy |
26,497
+9,881
| +59% | +$757K | 2.16% | 17 |
|
|
2022
Q3 | $1.2M | Sell |
16,616
-12,847
| -44% | -$925K | 1.57% | 18 |
|
|
2022
Q2 | $2.29M | Sell |
29,463
-66,795
| -69% | -$5.19M | 3.06% | 11 |
|
|
2022
Q1 | $7.62M | Buy |
96,258
+7,056
| +8% | +$559K | 8.96% | 2 |
|
|
2021
Q4 | $7.68M | Buy |
89,202
+163
| +0.2% | +$14K | 8.77% | 2 |
|
|
2021
Q3 | $7.92M | Buy |
89,039
+9,489
| +12% | +$844K | 9.38% | 1 |
|
|
2021
Q2 | $7.22M | Sell |
79,550
-8,238
| -9% | -$747K | 9.21% | 1 |
|
|
2021
Q1 | $7.79M | Sell |
87,788
-14,987
| -15% | -$1.33M | 9.81% | 1 |
|
|
2020
Q4 | $9.54M | Buy |
+102,775
| New | +$9.54M | 12.48% | 1 |
|