EverSource 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 | $9M | Sell |
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2025
Q1 | $9.1M | Sell |
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|
2024
Q4 | $10.1M | Buy |
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|
2024
Q3 | $7.72M | Buy |
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|
2024
Q2 | $7.36M | Buy |
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|
2024
Q1 | $6.43M | Buy |
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|
2023
Q4 | $5.47M | Buy |
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|
2023
Q3 | $4.75M | Buy |
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|
2023
Q2 | $3.98M | Buy |
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|
2023
Q1 | $3.66M | Buy |
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|
2022
Q4 | $2.89M | Buy |
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|
2022
Q3 | $1.78M | Buy |
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|
2022
Q2 | $719K | Sell |
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|
2022
Q1 | $832K | Sell |
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|
2021
Q4 | $1M | Buy |
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