J.W. Cole 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 | $7.32M | Buy |
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|
2025
Q1 | $4.29M | Buy |
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|
2024
Q4 | $3.15M | Buy |
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|
2024
Q3 | $3.18M | Buy |
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|
2024
Q2 | $2.77M | Buy |
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|
2024
Q1 | $2.47M | Buy |
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|
2023
Q4 | $1.96M | Buy |
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|
2023
Q3 | $476K | Sell |
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|
2023
Q2 | $550K | Sell |
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|
2023
Q1 | $840K | Sell |
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|
2022
Q4 | $905K | Buy |
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|
2022
Q3 | $725K | Sell |
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|
2022
Q2 | $985K | Sell |
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|
2022
Q1 | $2.08M | Sell |
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|
2021
Q4 | $2.4M | Sell |
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|
2021
Q3 | $12.1M | Buy |
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|
2021
Q2 | $2.04M | Buy |
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|
2021
Q1 | $1.53M | Buy |
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|
2020
Q4 | $1.45M | Sell |
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|
2020
Q3 | $4.1M | Buy |
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|
2020
Q2 | $2.26M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.36M | Buy |
|