Forvis Mazars 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 | – | Sell |
|
|||||
|
2025
Q1 | $207K | Sell |
|
|||||
|
2024
Q4 | $222K | Sell |
|
|||||
|
2024
Q3 | $372K | Buy |
|
|||||
|
2024
Q2 | $259K | Hold |
|
|||||
|
2024
Q1 | $260K | Sell |
|
|||||
|
2023
Q4 | $329K | Sell |
|
|||||
|
2023
Q3 | $651K | Sell |
|
|||||
|
2023
Q2 | $813K | Hold |
|
|||||
|
2023
Q1 | $829K | Buy |
|
|||||
|
2022
Q4 | $615K | Sell |
|
|||||
|
2022
Q3 | $1.36M | Sell |
|
|||||
|
2022
Q2 | $1.78M | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $212K | Buy |
|