GWANC
Guardian Wealth Advisors (North Carolina)’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 | $5.1K | Hold |
66
| – | – | ﹤0.01% | 508 |
|
|
2025
Q1 | $5.05K | Hold |
66
| – | – | ﹤0.01% | 485 |
|
|
2024
Q4 | $4.93K | Hold |
66
| – | – | ﹤0.01% | 465 |
|
|
2024
Q3 | $5.17K | Hold |
66
| – | – | ﹤0.01% | 408 |
|
|
2024
Q2 | $4.94K | Hold |
66
| – | – | ﹤0.01% | 391 |
|
|
2024
Q1 | $4.98K | Sell |
66
-638
| -91% | -$48.1K | ﹤0.01% | 404 |
|
|
2023
Q4 | $52.2K | Hold |
704
| – | – | 0.01% | 304 |
|
|
2023
Q3 | $51.9K | Buy |
704
+66
| +10% | +$4.87K | 0.01% | 289 |
|
|
2023
Q2 | $48K | Sell |
638
-10
| -2% | -$752 | 0.01% | 286 |
|
|
2023
Q1 | $49.7K | Buy |
648
+10
| +2% | +$767 | 0.01% | 269 |
|
|
2022
Q4 | $47.4K | Hold |
638
| – | – | 0.01% | 255 |
|
|
2022
Q3 | $47K | Buy |
+638
| New | +$47K | 0.01% | 234 |
|