FWM
ForthRight 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 | $20.5M | Sell |
264,520
-9,408
| -3% | -$728K | 6.38% | 7 |
|
|
2025
Q1 | $21M | Buy |
273,928
+6,777
| +3% | +$519K | 7.02% | 6 |
|
|
2024
Q4 | $20M | Buy |
267,151
+16,235
| +6% | +$1.21M | 6.65% | 7 |
|
|
2024
Q3 | $19.7M | Buy |
250,916
+31,393
| +14% | +$2.46M | 6.55% | 7 |
|
|
2024
Q2 | $16.4M | Buy |
219,523
+20,055
| +10% | +$1.5M | 5.91% | 7 |
|
|
2024
Q1 | $15M | Buy |
199,468
+14,350
| +8% | +$1.08M | 5.4% | 7 |
|
|
2023
Q4 | $14.1M | Buy |
185,118
+2,653
| +1% | +$203K | 5.48% | 7 |
|
|
2023
Q3 | $13.2M | Buy |
182,465
+7,755
| +4% | +$561K | 5.69% | 7 |
|
|
2023
Q2 | $13.1M | Buy |
174,710
+19,760
| +13% | +$1.49M | 5.49% | 7 |
|
|
2023
Q1 | $11.9M | Buy |
154,950
+42,684
| +38% | +$3.28M | 5.44% | 6 |
|
|
2022
Q4 | $8.34M | Sell |
112,266
-5,678
| -5% | -$422K | 4.27% | 7 |
|
|
2022
Q3 | $8.67M | Sell |
117,944
-2,068
| -2% | -$152K | 5.08% | 6 |
|
|
2022
Q2 | $9.32M | Sell |
120,012
-31,026
| -21% | -$2.41M | 5.18% | 7 |
|
|
2022
Q1 | $12.4M | Sell |
151,038
-38,771
| -20% | -$3.18M | 6.39% | 6 |
|
|
2021
Q4 | $16.6M | Buy |
189,809
+5,233
| +3% | +$459K | 9.09% | 5 |
|
|
2021
Q3 | $16.5M | Buy |
184,576
+1,653
| +0.9% | +$148K | 10.02% | 4 |
|
|
2021
Q2 | $16.5M | Buy |
182,923
+694
| +0.4% | +$62.4K | 10.44% | 4 |
|
|
2021
Q1 | $16.2M | Buy |
+182,229
| New | +$16.2M | 10.97% | 4 |
|