GWM
GSB 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 | – | Sell |
-663
| Closed | -$50.7K | – | 241 |
|
|
2025
Q1 | $50.7K | Buy |
+663
| New | +$50.7K | 0.01% | 212 |
|
|
2024
Q4 | – | Sell |
-628
| Closed | -$49.2K | – | 218 |
|
|
2024
Q3 | $49.2K | Sell |
628
-2,964
| -83% | -$232K | 0.01% | 219 |
|
|
2024
Q2 | $269K | Sell |
3,592
-2,462
| -41% | -$184K | 0.07% | 188 |
|
|
2024
Q1 | $456K | Sell |
6,054
-692
| -10% | -$52.2K | 0.13% | 145 |
|
|
2023
Q4 | $515K | Sell |
6,746
-3,138
| -32% | -$240K | 0.16% | 132 |
|
|
2023
Q3 | $715K | Buy |
9,884
+308
| +3% | +$22.3K | 0.24% | 108 |
|
|
2023
Q2 | $720K | Buy |
9,576
+1,285
| +15% | +$96.7K | 0.23% | 115 |
|
|
2023
Q1 | $636K | Sell |
8,291
-692
| -8% | -$53.1K | 0.21% | 129 |
|
|
2022
Q4 | $668K | Buy |
8,983
+747
| +9% | +$55.5K | 0.24% | 124 |
|
|
2022
Q3 | $605K | Buy |
8,236
+1,543
| +23% | +$113K | 0.22% | 132 |
|
|
2022
Q2 | $520K | Sell |
6,693
-1,917
| -22% | -$149K | 0.18% | 147 |
|
|
2022
Q1 | $705K | Buy |
8,610
+2,566
| +42% | +$210K | 0.21% | 143 |
|
|
2021
Q4 | $530K | Buy |
+6,044
| New | +$530K | 0.15% | 156 |
|
|
2021
Q3 | – | Sell |
-3,682
| Closed | -$331K | – | 160 |
|
|
2021
Q2 | $331K | Buy |
+3,682
| New | +$331K | 0.1% | 177 |
|