Golden State Wealth 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 | $504K | Buy |
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|
2025
Q1 | $482K | Sell |
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|
2024
Q4 | $476K | Buy |
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|
2022
Q1 | $624K | Buy |
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|
2021
Q4 | $666K | Sell |
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|
2021
Q3 | $721K | Buy |
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|
2021
Q2 | $681K | Sell |
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|
2021
Q1 | $711K | Sell |
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|
2020
Q4 | $784K | Sell |
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|
2020
Q3 | $830K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $763K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $758K | Buy |
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|
2019
Q2 | $740K | Buy |
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|
2019
Q1 | $684K | Buy |
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