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Heartwood Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Heartwood Wealth Advisors’s Portfolio BIV Stock Details BIV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$16.7M Buy
216,271
+206
+0.1% +$15.9K 1.75% 22
2025
Q1 		$16.5M Buy
216,065
+13,503
+7% +$1.03M 1.89% 18
2024
Q4 		$15.1M Buy
202,562
+353
+0.2% +$26.4K 1.7% 22
2024
Q3 		$15.8M Buy
+202,209
New +$15.8M 1.75% 23