Godsey & Gibb Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Godsey & Gibb Inc’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6	Closed	-$464	–	387
2026 Q1	$464	Sell	6 -85	-93%	-$6.62K	﹤0.01%	369
2025 Q4	$7.09K	Buy	+91	New	+$7.12K	﹤0.01%	316
2023 Q4	–	Sell	-24	Closed	-$1.74K	–	359
2023 Q3	$1.74K	Hold	24	–	–	﹤0.01%	309
2023 Q2	$1.81K	Sell	24 -154	-87%	-$11.7K	﹤0.01%	338
2023 Q1	$13.7K	Sell	178 -463	-72%	-$35.1K	﹤0.01%	226
2022 Q4	$47.6K	Buy	+641	New	+$47.5K	0.01%	121
2022 Q2	–	Sell	-641	Closed	-$52K	–	111
2022 Q1	$52K	Hold	641	–	–	0.02%	53
2021 Q4	$56K	Buy	+641	New	+$56.9K	0.02%	51

Other funds holding BIV

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return