Everhart Financial Group’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
Q3
$31.8M Sell
2025
Q2
$32.4M Sell
2025
Q1
$36.9M Buy
2024
Q4
$1.83M Buy
2024
Q3
$1.39M Buy
2024
Q2
$866K Buy
2024
Q1
$839K Buy
2023
Q4
$624K Sell
2023
Q3
$984K Sell
2023
Q2
$3.61M Buy
2023
Q1
$1.03M Buy
2022
Q4
$461K Buy
2022
Q3
$386K Buy
2022
Q2
$378K Sell
2022
Q1
$417K Buy
2021
Q4
$426K Sell
2021
Q3
$1.53M Sell
2021
Q2
$1.56M Sell
2021
Q1
$1.95M Sell
2020
Q4
$3.03M Buy