GSWM
Greenup Street Wealth Management’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 | $10.6M | Sell |
137,338
-6,398
| -4% | -$495K | 1.85% | 12 |
|
|
2025
Q1 | $11M | Buy |
143,736
+18,785
| +15% | +$1.44M | 2.18% | 12 |
|
|
2024
Q4 | $9.34M | Sell |
124,951
-55,354
| -31% | -$4.14M | 1.85% | 13 |
|
|
2024
Q3 | $14.1M | Buy |
180,305
+28,686
| +19% | +$2.25M | 2.92% | 10 |
|
|
2024
Q2 | $11.4M | Buy |
151,619
+89,357
| +144% | +$6.69M | 2.67% | 9 |
|
|
2024
Q1 | $4.69M | Buy |
62,262
+5,872
| +10% | +$443K | 1.18% | 20 |
|
|
2023
Q4 | $4.31M | Sell |
56,390
-803
| -1% | -$61.3K | 1.2% | 20 |
|
|
2023
Q3 | $4.14M | Buy |
57,193
+379
| +0.7% | +$27.4K | 1.35% | 17 |
|
|
2023
Q2 | $4.27M | Buy |
56,814
+2,977
| +6% | +$224K | 1.17% | 25 |
|
|
2023
Q1 | $4.13M | Sell |
53,837
-4,337
| -7% | -$333K | 1.45% | 21 |
|
|
2022
Q4 | $4.32M | Buy |
58,174
+5,344
| +10% | +$397K | 1.8% | 15 |
|
|
2022
Q3 | $3.88M | Buy |
52,830
+16,526
| +46% | +$1.21M | 1.75% | 16 |
|
|
2022
Q2 | $2.82M | Buy |
36,304
+13,034
| +56% | +$1.01M | 1.33% | 23 |
|
|
2022
Q1 | $1.91M | Buy |
23,270
+8,894
| +62% | +$728K | 1.05% | 31 |
|
|
2021
Q4 | $1.26M | Buy |
+14,376
| New | +$1.26M | 0.74% | 37 |
|