Forza Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-14,000
Closed -$1.01M 170
2023
Q3
$1.01M Hold
14,000
0.52% 62
2023
Q2
$1.05M Hold
14,000
0.53% 62
2023
Q1
$1.07M Hold
14,000
0.55% 59
2022
Q4
$1.04M Buy
+14,000
New +$1.04M 0.69% 45