HWA
HHM Wealth Advisors’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 | $158K | Sell |
2,041
-1,750
| -46% | -$135K | 0.02% | 233 |
|
|
2025
Q1 | $290K | Hold |
3,791
| – | – | 0.04% | 147 |
|
|
2024
Q4 | $283K | Sell |
3,791
-1,836
| -33% | -$137K | 0.04% | 154 |
|
|
2024
Q3 | $441K | Buy |
5,627
+521
| +10% | +$40.8K | 0.06% | 102 |
|
|
2024
Q2 | $382K | Hold |
5,106
| – | – | 0.06% | 105 |
|
|
2024
Q1 | $385K | Hold |
5,106
| – | – | 0.06% | 90 |
|
|
2023
Q4 | $390K | Sell |
5,106
-1,485
| -23% | -$113K | 0.07% | 85 |
|
|
2023
Q3 | $477K | Sell |
6,591
-2,400
| -27% | -$174K | 0.09% | 73 |
|
|
2023
Q2 | $676K | Hold |
8,991
| – | – | 0.13% | 59 |
|
|
2023
Q1 | $690K | Hold |
8,991
| – | – | 0.14% | 57 |
|
|
2022
Q4 | $668K | Hold |
8,991
| – | – | 0.15% | 55 |
|
|
2022
Q3 | $661K | Hold |
8,991
| – | – | 0.17% | 42 |
|
|
2022
Q2 | $698K | Sell |
8,991
-178
| -2% | -$13.8K | 0.18% | 49 |
|
|
2022
Q1 | $751K | Hold |
9,169
| – | – | 0.18% | 50 |
|
|
2021
Q4 | $803K | Sell |
9,169
-1,490
| -14% | -$130K | 0.19% | 43 |
|
|
2021
Q3 | $953K | Hold |
10,659
| – | – | 0.26% | 35 |
|
|
2021
Q2 | $959K | Buy |
10,659
+10,481
| +5,888% | +$943K | 0.26% | 36 |
|
|
2021
Q1 | $16K | Hold |
178
| – | – | ﹤0.01% | 400 |
|
|
2020
Q4 | $17K | Hold |
178
| – | – | 0.01% | 361 |
|
|
2020
Q3 | $17K | Hold |
178
| – | – | 0.01% | 331 |
|
|
2020
Q2 | $17K | Hold |
178
| – | – | 0.01% | 318 |
|
|
2020
Q1 | $16K | Buy |
+178
| New | +$16K | 0.01% | 316 |
|