Fermata 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 | – | Sell |
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|
2025
Q1 | $210K | Sell |
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|
2024
Q4 | $220K | Sell |
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|
2024
Q3 | $238K | Sell |
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|
2024
Q2 | $253K | Sell |
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|
2024
Q1 | $839K | Sell |
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|
2023
Q4 | $6.3M | Buy |
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|
2023
Q3 | $5.92M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.61M | Sell |
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|
2022
Q4 | $6.73M | Buy |
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|
2022
Q3 | $3.08M | Sell |
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|
2022
Q2 | $3.68M | Sell |
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|
2022
Q1 | $5M | Sell |
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|
2021
Q4 | $5.37M | Buy |
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|
2021
Q3 | $4.69M | Buy |
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|
2021
Q2 | $1.76M | Buy |
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