FMWA
Forvis Mazars Wealth Advisors’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 | – | Sell |
-2,708
| Closed | -$207K | – | 398 |
|
|
2025
Q1 | $207K | Sell |
2,708
-269
| -9% | -$20.6K | 0.01% | 381 |
|
|
2024
Q4 | $222K | Sell |
2,977
-1,769
| -37% | -$132K | 0.01% | 410 |
|
|
2024
Q3 | $372K | Buy |
4,746
+1,294
| +37% | +$101K | 0.01% | 350 |
|
|
2024
Q2 | $259K | Hold |
3,452
| – | – | 0.01% | 368 |
|
|
2024
Q1 | $260K | Sell |
3,452
-855
| -20% | -$64.5K | 0.01% | 362 |
|
|
2023
Q4 | $329K | Sell |
4,307
-4,697
| -52% | -$359K | 0.01% | 327 |
|
|
2023
Q3 | $651K | Sell |
9,004
-1,803
| -17% | -$130K | 0.02% | 237 |
|
|
2023
Q2 | $813K | Hold |
10,807
| – | – | 0.02% | 235 |
|
|
2023
Q1 | $829K | Buy |
10,807
+2,532
| +31% | +$194K | 0.03% | 216 |
|
|
2022
Q4 | $615K | Sell |
8,275
-10,220
| -55% | -$760K | 0.02% | 235 |
|
|
2022
Q3 | $1.36M | Sell |
18,495
-4,409
| -19% | -$324K | 0.05% | 170 |
|
|
2022
Q2 | $1.78M | Buy |
+22,904
| New | +$1.78M | 0.07% | 136 |
|
|
2015
Q2 | – | Sell |
-2,454
| Closed | -$212K | – | 184 |
|
|
2015
Q1 | $212K | Buy |
+2,454
| New | +$212K | 0.03% | 177 |
|