EWM
Evergreen 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 | $6.77M | Buy |
87,560
+12,366
| +16% | +$956K | 3.8% | 7 |
|
|
2025
Q1 | $5.76M | Buy |
75,194
+3,513
| +5% | +$269K | 3.44% | 9 |
|
|
2024
Q4 | $5.36M | Buy |
71,681
+1,943
| +3% | +$145K | 3.17% | 11 |
|
|
2024
Q3 | $5.47M | Buy |
69,738
+16,485
| +31% | +$1.29M | 3.29% | 10 |
|
|
2024
Q2 | $3.99M | Hold |
53,253
| – | – | 2.64% | 13 |
|
|
2024
Q1 | $4.02M | Hold |
53,253
| – | – | 2.72% | 13 |
|
|
2023
Q4 | $4.07M | Buy |
53,253
+32,784
| +160% | +$2.5M | 2.99% | 12 |
|
|
2023
Q3 | $1.48M | Buy |
20,469
+467
| +2% | +$33.8K | 1.17% | 32 |
|
|
2023
Q2 | $1.5M | Buy |
20,002
+664
| +3% | +$50K | 1.18% | 31 |
|
|
2023
Q1 | $1.48M | Buy |
+19,338
| New | +$1.48M | 1.32% | 31 |
|