HHM Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Sell |
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|
2025
Q1 | $290K | Hold |
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|
2024
Q4 | $283K | Sell |
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|
2024
Q3 | $441K | Buy |
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|
2024
Q2 | $382K | Hold |
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|
2024
Q1 | $385K | Hold |
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $477K | Sell |
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|
2023
Q2 | $676K | Hold |
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|
2023
Q1 | $690K | Hold |
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|
2022
Q4 | $668K | Hold |
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|
2022
Q3 | $661K | Hold |
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|
2022
Q2 | $698K | Sell |
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|
2022
Q1 | $751K | Hold |
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|
2021
Q4 | $803K | Sell |
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|
2021
Q3 | $953K | Hold |
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|
2021
Q2 | $959K | Buy |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $17K | Hold |
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|
2020
Q3 | $17K | Hold |
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|
2020
Q2 | $17K | Hold |
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|
2020
Q1 | $16K | Buy |
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