Evergreen Wealth Management’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
$6.77M Buy
2025
Q1
$5.76M Buy
2024
Q4
$5.36M Buy
2024
Q3
$5.47M Buy
2024
Q2
$3.99M Hold
2024
Q1
$4.02M Hold
2023
Q4
$4.07M Buy
2023
Q3
$1.48M Buy
2023
Q2
$1.5M Buy
2023
Q1
$1.48M Buy