GeoWealth Management’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 | $28.8K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $822 | Sell |
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|
2024
Q3 | $49.6K | Buy |
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|
2024
Q2 | $824 | Sell |
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|
2024
Q1 | $2.41K | Sell |
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|
2023
Q4 | $5K | Buy |
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|
2023
Q3 | $2K | Sell |
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|
2023
Q2 | $4K | Buy |
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $5K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $56K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $163K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $5.61M | Buy |
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