EP Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470M | Buy |
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|
2025
Q1 | $413M | Buy |
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|
2024
Q4 | $342M | Buy |
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|
2024
Q3 | $238M | Buy |
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|
2024
Q2 | $164M | Buy |
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|
2024
Q1 | $121M | Buy |
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|
2023
Q4 | $82.5M | Buy |
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|
2023
Q3 | $39M | Buy |
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|
2023
Q2 | $17.6M | Buy |
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|
2023
Q1 | $629K | Sell |
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|
2022
Q4 | $11.7M | Buy |
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|
2022
Q3 | $9.82M | Buy |
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|
2022
Q2 | $9.63M | Buy |
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|
2022
Q1 | $3.65M | Buy |
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|
2021
Q4 | $3.89M | Buy |
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|
2021
Q3 | $3.62M | Sell |
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|
2021
Q2 | $3.71M | Buy |
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|
2021
Q1 | $1.8M | Buy |
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|
2020
Q4 | $1.6M | Buy |
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|
2020
Q3 | $1.51M | Sell |
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|
2020
Q2 | $1.51M | Sell |
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|
2020
Q1 | $1.45M | Buy |
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