FWM
Fonville Wealth Management’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 | $8.81M | Buy |
113,897
+7,113
| +7% | +$550K | 2.23% | 14 |
|
|
2025
Q1 | $8.19M | Buy |
106,784
+4,180
| +4% | +$321K | 2.41% | 14 |
|
|
2024
Q4 | $7.67M | Buy |
102,604
+12,055
| +13% | +$901K | 2.53% | 11 |
|
|
2024
Q3 | $7.1M | Buy |
90,549
+23,902
| +36% | +$1.87M | 2.45% | 11 |
|
|
2024
Q2 | $4.99M | Buy |
66,647
+15,522
| +30% | +$1.16M | 1.98% | 14 |
|
|
2024
Q1 | $3.85M | Buy |
51,125
+15,534
| +44% | +$1.17M | 1.71% | 20 |
|
|
2023
Q4 | $2.72M | Buy |
+35,591
| New | +$2.72M | 1.44% | 25 |
|