Heritage Wealth Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.1K | Buy |
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|
2025
Q2 | $9.9K | Buy |
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|
2025
Q1 | $9.75K | Buy |
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|
2024
Q4 | $9.53K | Buy |
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|
2024
Q3 | $9.68K | Hold |
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|
2024
Q2 | $9.3K | Buy |
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|
2024
Q1 | $9.24K | Buy |
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|
2023
Q4 | $9.26K | Buy |
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|
2023
Q3 | $8.87K | Hold |
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|
2023
Q2 | $8.94K | Buy |
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|
2023
Q1 | $9.02K | Sell |
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|
2022
Q4 | $10.9K | Buy |
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|
2022
Q3 | $8.68K | Hold |
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|
2022
Q2 | $9K | Sell |
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|
2022
Q1 | $175K | Buy |
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|
2021
Q4 | $183K | Hold |
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|
2021
Q3 | $185K | Hold |
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|
2021
Q2 | $186K | Buy |
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|
2021
Q1 | $185K | Sell |
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|
2020
Q4 | $331K | Sell |
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|
2020
Q3 | $375K | Sell |
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|
2020
Q2 | $452K | Sell |
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|
2020
Q1 | $486K | Sell |
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|
2019
Q4 | $482K | Sell |
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|
2019
Q3 | $494K | Buy |
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|
2019
Q2 | $471K | Sell |
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|
2019
Q1 | $502K | Sell |
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|
2018
Q4 | $534K | Sell |
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|
2018
Q3 | $640K | Hold |
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|
2018
Q2 | $643K | Buy |
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|
2018
Q1 | $640K | Sell |
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|
2017
Q4 | $660K | Sell |
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|
2017
Q3 | $702K | Sell |
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|
2017
Q2 | $754K | Sell |
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|
2017
Q1 | $758K | Sell |
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|
2016
Q4 | $1.23M | Buy |
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|
2016
Q3 | $342K | Buy |
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