Essex Financial Services’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
2026
Q1
$273K Buy
2024
Q1
Sell
2023
Q4
$255K Buy
2022
Q4
Sell
2022
Q3
$225K Buy
2022
Q2
$219K Buy
2016
Q4
Sell
2016
Q3
$211K Buy