HWM
Hohimer Wealth Management’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 | $4.35M | Sell |
56,214
-7,557
| -12% | -$584K | 0.77% | 39 |
|
|
2025
Q1 | $4.88M | Sell |
63,771
-26,808
| -30% | -$2.05M | 0.95% | 27 |
|
|
2024
Q4 | $6.77M | Buy |
90,579
+71,833
| +383% | +$5.37M | 1.27% | 14 |
|
|
2024
Q3 | $1.47M | Buy |
18,746
+4,685
| +33% | +$367K | 0.32% | 87 |
|
|
2024
Q2 | $1.05M | Sell |
14,061
-911
| -6% | -$68.2K | 0.24% | 112 |
|
|
2024
Q1 | $1.13M | Buy |
14,972
+7,614
| +103% | +$574K | 0.26% | 102 |
|
|
2023
Q4 | $562K | Sell |
7,358
-68
| -0.9% | -$5.19K | 0.14% | 148 |
|
|
2023
Q3 | $537K | Buy |
7,426
+2,774
| +60% | +$201K | 0.15% | 140 |
|
|
2023
Q2 | $350K | Buy |
4,652
+1,243
| +36% | +$93.5K | 0.1% | 162 |
|
|
2023
Q1 | $262K | Buy |
+3,409
| New | +$262K | 0.08% | 165 |
|