FWP
Fiduciary Wealth Partners’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 | $9.95M | Buy |
+128,640
| New | +$9.95M | 9.37% | 3 |
|
|
2017
Q3 | $257K | Buy |
3,034
+19
| +0.6% | +$1.61K | 0.34% | 8 |
|
|
2017
Q2 | $255K | Buy |
3,015
+226
| +8% | +$19.1K | 0.31% | 10 |
|
|
2017
Q1 | $233K | Buy |
2,789
+11
| +0.4% | +$919 | 0.24% | 13 |
|
|
2016
Q4 | $232K | Buy |
2,778
+32
| +1% | +$2.67K | 0.23% | 14 |
|
|
2016
Q3 | $241K | Buy |
2,746
+17
| +0.6% | +$1.49K | 0.24% | 14 |
|
|
2016
Q2 | $240K | Buy |
2,729
+16
| +0.6% | +$1.41K | 0.26% | 14 |
|
|
2016
Q1 | $234K | Buy |
2,713
+11
| +0.4% | +$949 | 0.25% | 12 |
|
|
2015
Q4 | $224K | Buy |
+2,702
| New | +$224K | 0.2% | 11 |
|